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 | $72,649 | $94,529-23.1% | $140,016-48.1% | $64,186+13.2% |
| Participation rate | 95.5% | 84.1%+11.4pp | 87.5%+8.0pp | 69.6%+25.9pp |
| Annual return | 1.78% | 7.77%-6.0pp | 651.12%-649.3pp | 7.63%-5.8pp |
| Employer contribution / active EE | $3,048 | $3,812-20.0% | $5,606-45.6% | $2,381+28.0% |
| Participant deferral / active EE | $2,341 | $5,250-55.4% | $6,927-66.2% | $3,470-32.5% |
| Admin fee / account holder | $985 | $6,741-85.4% | $10,705-90.8% | $4,888-79.9% |