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 | $72,829 | $82,032-11.2% | $123,104-40.8% | $59,632+22.1% |
| Participation rate | 89.2% | 83.2%+6.0pp | 86.8%+2.5pp | 68.7%+20.6pp |
| Annual return | 0.49% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $3,220 | $3,297-2.3% | $5,151-37.5% | $2,203+46.2% |
| Participant deferral / active EE | $1,589 | $4,667-65.9% | $6,230-74.5% | $3,192-50.2% |
| Admin fee / account holder | $3,021 | $5,881-48.6% | $9,015-66.5% | $4,297-29.7% |