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 | $64,112 | $49,025+30.8% | $87,507-26.7% | $62,891+1.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 5.65% | 10.02%-4.4pp | 12.21%-6.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,885 | $1,372+37.4% | $2,550-26.1% | $2,281-17.3% |
| Participant deferral / active EE | $713 | $2,289-68.9% | $3,149-77.4% | $3,203-77.8% |
| Admin fee / account holder | $3,564 | $4,065-12.3% | $4,221-15.6% | $4,296-17.0% |