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 | $53,452 | $127,100-57.9% | $105,738-49.4% | $135,375-60.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | 6.31% | 4.49%+1.8pp | 6.27%0pp | 519.73%-513.4pp |
| Employer contribution / active EE | $3,059 | $4,107-25.5% | $3,268-6.4% | $4,779-36.0% |
| Participant deferral / active EE | $1,145 | $5,064-77.4% | $4,080-71.9% | $5,609-79.6% |
| Admin fee / account holder | $2,849 | $9,087-68.6% | $6,913-58.8% | $10,827-73.7% |