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 | $67,362 | $87,841-23.3% | $133,980-49.7% | $62,891+7.1% |
| Participation rate | 95.2% | 83.4%+11.8pp | 87.1%+8.1pp | 69.3%+25.9pp |
| Annual return | 13.39% | 12.05%+1.3pp | 29.30%-15.9pp | 20.14%-6.8pp |
| Employer contribution / active EE | $1,631 | $3,483-53.2% | $5,211-68.7% | $2,281-28.5% |
| Participant deferral / active EE | $2,014 | $4,812-58.2% | $6,282-67.9% | $3,203-37.1% |
| Admin fee / account holder | $1,651 | $5,371-69.3% | $9,324-82.3% | $4,296-61.6% |