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 | $95,875 | $123,793-22.6% | $177,821-46.1% | $79,858+20.1% |
| Participation rate | 95.8% | 84.7%+11.2pp | 87.7%+8.1pp | 69.6%+26.2pp |
| Annual return | 21.39% | 22.82%-1.4pp | 48.32%-26.9pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,755 | $4,095-57.2% | $5,918-70.4% | $2,471-29.0% |
| Participant deferral / active EE | $1,303 | $5,956-78.1% | $7,714-83.1% | $3,740-65.1% |
| Admin fee / account holder | $1,858 | $7,243-74.3% | $12,427-85.0% | $5,306-65.0% |