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 | $58,555 | $105,630-44.6% | $87,507-33.1% | $273,961-78.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.34% | 12.25%-8.9pp | 12.21%-8.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $4,280 | $3,141+36.3% | $2,550+67.9% | $4,869-12.1% |
| Participant deferral / active EE | $59 | $3,601-98.4% | $3,149-98.1% | $5,287-98.9% |
| Admin fee / account holder | $5,136 | $4,781+7.4% | $4,221+21.7% | $10,132-49.3% |