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 | $59,418 | $51,708+14.9% | $106,619-44.3% | $62,891-5.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 5.08% | 4.69%+0.4pp | 9.42%-4.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,104 | $1,764+76.0% | $3,947-21.4% | $2,281+36.1% |
| Participant deferral / active EE | $718 | $2,315-69.0% | $3,930-81.7% | $3,203-77.6% |
| Admin fee / account holder | $3,801 | $3,349+13.5% | $6,418-40.8% | $4,296-11.5% |