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 | $74,310 | $82,032-9.4% | $123,104-39.6% | $59,632+24.6% |
| Participation rate | 89.7% | 83.2%+6.5pp | 86.8%+2.9pp | 68.7%+21.0pp |
| Annual return | 0.69% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $3,292 | $3,297-0.2% | $5,151-36.1% | $2,203+49.4% |
| Participant deferral / active EE | $1,735 | $4,667-62.8% | $6,230-72.2% | $3,192-45.6% |
| Admin fee / account holder | $5,703 | $5,881-3.0% | $9,015-36.7% | $4,297+32.7% |