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 4-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 | $120,506 | $138,347-12.9% | $184,203-34.6% | $80,856+49.0% |
| Participation rate | 81.0% | 83.9%-2.8pp | 86.8%-5.8pp | 67.6%+13.4pp |
| Annual return | 18.58% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $2,862 | $4,850-41.0% | $6,427-55.5% | $2,755+3.9% |
| Participant deferral / active EE | $1,393 | $7,071-80.3% | $9,131-84.7% | $4,296-67.6% |
| Admin fee / account holder | $18,571 | $10,483+77.1% | $13,901+33.6% | $6,918+168.4% |