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 3-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 | $100,706 | $138,347-27.2% | $184,203-45.3% | $80,856+24.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.6%+10.1pp |
| Annual return | 14.22% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,042 | $4,850-16.7% | $6,427-37.1% | $2,755+46.7% |
| Participant deferral / active EE | $2,999 | $7,071-57.6% | $9,131-67.2% | $4,296-30.2% |
| Admin fee / account holder | $5,156 | $10,483-50.8% | $13,901-62.9% | $6,918-25.5% |