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 | $60,086 | $49,280+21.9% | $67,313-10.7% | $64,186-6.4% |
| Participation rate | 85.7% | 60.8%+24.9pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | 2.68% | -1.39%+4.1pp | -4.08%+6.8pp | 7.63%-5.0pp |
| Employer contribution / active EE | $2,332 | $1,668+39.8% | $2,566-9.1% | $2,381-2.1% |
| Participant deferral / active EE | $141 | $2,484-94.3% | $3,568-96.0% | $3,470-95.9% |
| Admin fee / account holder | $5,200 | $3,863+34.6% | $4,507+15.4% | $4,888+6.4% |