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 | $64,547 | $56,054+15.2% | $171,082-62.3% | $62,891+2.6% |
| Participation rate | 89.1% | 62.9%+26.2pp | 76.7%+12.4pp | 69.3%+19.8pp |
| Annual return | 14.71% | 22.52%-7.8pp | 32.56%-17.8pp | 20.14%-5.4pp |
| Employer contribution / active EE | $595 | $1,731-65.6% | $4,002-85.1% | $2,281-73.9% |
| Participant deferral / active EE | $958 | $3,158-69.7% | $4,797-80.0% | $3,203-70.1% |
| Admin fee / account holder | $3,789 | $3,647+3.9% | $8,520-55.5% | $4,296-11.8% |