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 4-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 | $66,819 | $95,803-30.3% | $113,168-41.0% | $84,808-21.2% |
| Participation rate | 75.8% | 72.9%+2.9pp | 76.6%-0.8pp | 68.3%+7.4pp |
| Annual return | 18.37% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,190 | $2,360-49.6% | $2,975-60.0% | $2,631-54.8% |
| Participant deferral / active EE | $1,911 | $4,242-55.0% | $5,107-62.6% | $4,212-54.6% |
| Admin fee / account holder | $2,665 | $8,989-70.4% | $12,068-77.9% | $7,344-63.7% |