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 | $36,390 | $82,032-55.6% | $123,104-70.4% | $59,632-39.0% |
| Participation rate | 93.5% | 83.2%+10.3pp | 86.8%+6.7pp | 68.7%+24.8pp |
| Annual return | 0.50% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,805 | $3,297-45.3% | $5,151-65.0% | $2,203-18.1% |
| Participant deferral / active EE | $2,046 | $4,667-56.1% | $6,230-67.2% | $3,192-35.9% |
| Admin fee / account holder | $2,577 | $5,881-56.2% | $9,015-71.4% | $4,297-40.0% |