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 3-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 | $93,456 | $95,803-2.5% | $113,168-17.4% | $84,808+10.2% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 14.86% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,060 | $2,360-55.1% | $2,975-64.4% | $2,631-59.7% |
| Participant deferral / active EE | $1,425 | $4,242-66.4% | $5,107-72.1% | $4,212-66.2% |
| Admin fee / account holder | $4,862 | $8,989-45.9% | $12,068-59.7% | $7,344-33.8% |