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 | $63,151 | $87,841-28.1% | $133,980-52.9% | $62,891+0.4% |
| Participation rate | 70.4% | 83.4%-13.0pp | 87.1%-16.7pp | 69.3%+1.1pp |
| Annual return | 9.05% | 12.05%-3.0pp | 29.30%-20.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,551 | $3,483-55.5% | $5,211-70.2% | $2,281-32.0% |
| Participant deferral / active EE | $1,993 | $4,812-58.6% | $6,282-68.3% | $3,203-37.8% |
| Admin fee / account holder | $19,295 | $5,371+259.2% | $9,324+106.9% | $4,296+349.2% |