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 | $93,809 | $138,347-32.2% | $184,203-49.1% | $80,856+16.0% |
| Participation rate | 74.1% | 83.9%-9.8pp | 86.8%-12.7pp | 67.6%+6.4pp |
| Annual return | 13.41% | 20.02%-6.6pp | 28.81%-15.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,716 | $4,850-64.6% | $6,427-73.3% | $2,755-37.7% |
| Participant deferral / active EE | $3,092 | $7,071-56.3% | $9,131-66.1% | $4,296-28.0% |
| Admin fee / account holder | $23,503 | $10,483+124.2% | $13,901+69.1% | $6,918+239.7% |