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 | $85,538 | $82,032+4.3% | $123,104-30.5% | $59,632+43.4% |
| Participation rate | 78.0% | 83.2%-5.2pp | 86.8%-8.8pp | 68.7%+9.3pp |
| Annual return | 4.47% | 5.12%-0.6pp | 13.22%-8.7pp | 2041.28%-2036.8pp |
| Employer contribution / active EE | $1,722 | $3,297-47.8% | $5,151-66.6% | $2,203-21.8% |
| Participant deferral / active EE | $2,159 | $4,667-53.7% | $6,230-65.4% | $3,192-32.4% |
| Admin fee / account holder | $10,690 | $5,881+81.8% | $9,015+18.6% | $4,297+148.8% |