See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,109 | $58,828+24.3% | $77,999-6.3% | $62,891+16.2% |
| Participation rate | 93.9% | 71.1%+22.9pp | 75.5%+18.4pp | 69.3%+24.6pp |
| Annual return | 5.67% | 17.16%-11.5pp | 425.96%-420.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,325 | $1,672-20.8% | $2,470-46.4% | $2,281-41.9% |
| Participant deferral / active EE | $786 | $2,686-70.7% | $3,497-77.5% | $3,203-75.5% |
| Admin fee / account holder | $1,448 | $4,393-67.0% | $5,480-73.6% | $4,296-66.3% |