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 | $71,277 | $61,660+15.6% | $80,019-10.9% | $64,186+11.0% |
| Participation rate | 72.4% | 71.7%+0.7pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | 3.55% | -0.33%+3.9pp | 11.22%-7.7pp | 7.63%-4.1pp |
| Employer contribution / active EE | $1,458 | $1,810-19.5% | $2,468-40.9% | $2,381-38.8% |
| Participant deferral / active EE | $1,234 | $2,968-58.4% | $3,686-66.5% | $3,470-64.4% |
| Admin fee / account holder | $5,814 | $5,417+7.3% | $6,521-10.8% | $4,888+18.9% |