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 | $82,472 | $81,460+1.2% | $103,333-20.2% | $80,856+2.0% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 10.94% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,235 | $3,105-28.0% | $3,868-42.2% | $2,755-18.9% |
| Participant deferral / active EE | $1,550 | $3,869-59.9% | $5,057-69.4% | $4,296-63.9% |
| Admin fee / account holder | $53,213 | $6,566+710.4% | $8,355+536.9% | $6,918+669.2% |