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 | $72,552 | $58,577+23.9% | $83,333-12.9% | $64,186+13.0% |
| Participation rate | 96.3% | 72.0%+24.3pp | 77.8%+18.5pp | 69.6%+26.7pp |
| Annual return | -3.27% | 9.65%-12.9pp | 10.63%-13.9pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,196 | $2,098+52.3% | $3,379-5.4% | $2,381+34.3% |
| Participant deferral / active EE | $1,968 | $4,654-57.7% | $5,565-64.6% | $3,470-43.3% |
| Admin fee / account holder | $622 | $9,275-93.3% | $7,510-91.7% | $4,888-87.3% |