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 | $71,218 | $60,349+18.0% | $74,183-4.0% | $62,891+13.2% |
| Participation rate | 92.9% | 72.7%+20.1pp | 76.6%+16.2pp | 69.3%+23.6pp |
| Annual return | 9.49% | 21.37%-11.9pp | 17.74%-8.2pp | 20.14%-10.7pp |
| Employer contribution / active EE | $893 | $1,680-46.9% | $2,370-62.3% | $2,281-60.9% |
| Participant deferral / active EE | $1,240 | $2,856-56.6% | $3,550-65.1% | $3,203-61.3% |
| Admin fee / account holder | $3,405 | $4,261-20.1% | $5,586-39.0% | $4,296-20.7% |