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 | $63,527 | $76,050-16.5% | $96,544-34.2% | $71,457-11.1% |
| Participation rate | 88.3% | 74.4%+13.9pp | 76.0%+12.4pp | 67.9%+20.4pp |
| Annual return | 16.57% | 22.81%-6.2pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $4,041 | $2,244+80.1% | $2,965+36.3% | $2,588+56.2% |
| Participant deferral / active EE | $1,855 | $4,215-56.0% | $4,851-61.8% | $4,289-56.8% |
| Admin fee / account holder | $3,818 | $2,707+41.0% | $8,252-53.7% | $1,587+140.5% |