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 | $66,613 | $94,529-29.5% | $140,016-52.4% | $64,186+3.8% |
| Participation rate | 98.3% | 84.1%+14.2pp | 87.5%+10.8pp | 69.6%+28.7pp |
| Annual return | 0.75% | 7.77%-7.0pp | 651.12%-650.4pp | 7.63%-6.9pp |
| Employer contribution / active EE | $1,917 | $3,812-49.7% | $5,606-65.8% | $2,381-19.5% |
| Participant deferral / active EE | $1,118 | $5,250-78.7% | $6,927-83.9% | $3,470-67.8% |
| Admin fee / account holder | $2,447 | $6,741-63.7% | $10,705-77.1% | $4,888-49.9% |