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 | $230,638 | $52,681+337.8% | $75,781+204.3% | $59,632+286.8% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | 4.58% | 2.95%+1.6pp | 9.68%-5.1pp | 2041.28%-2036.7pp |
| Employer contribution / active EE | $2,724 | $2,193+24.2% | $3,323-18.0% | $2,203+23.7% |
| Participant deferral / active EE | $733 | $2,591-71.7% | $3,651-79.9% | $3,192-77.0% |
| Admin fee / account holder | $3,806 | $3,610+5.4% | $5,299-28.2% | $4,297-11.4% |