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 | $116,283 | $132,239-12.1% | $105,722+10.0% | $273,961-57.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.58% | 10.07%-2.5pp | 12.25%-4.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,264 | $4,867-53.5% | $4,079-44.5% | $4,869-53.5% |
| Participant deferral / active EE | $712 | $6,233-88.6% | $5,326-86.6% | $5,287-86.5% |
| Admin fee / account holder | $4,697 | $12,032-61.0% | $8,308-43.5% | $10,132-53.6% |