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 | $76,649 | $71,480+7.2% | $90,782-15.6% | $64,186+19.4% |
| Participation rate | 96.8% | 77.6%+19.2pp | 82.7%+14.1pp | 69.6%+27.2pp |
| Annual return | 8.81% | -4.25%+13.1pp | -3.42%+12.2pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,009 | $3,415-41.2% | $4,105-51.1% | $2,381-15.6% |
| Participant deferral / active EE | $852 | $4,302-80.2% | $5,366-84.1% | $3,470-75.4% |
| Admin fee / account holder | $5,287 | $6,309-16.2% | $5,908-10.5% | $4,888+8.2% |