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 | $33,198 | $157,256-78.9% | $141,162-76.5% | $152,861-78.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 57.31% | 64.32%-7.0pp | 71.39%-14.1pp | 345.32%-288.0pp |
| Employer contribution / active EE | $1,086 | $5,261-79.4% | $4,735-77.1% | $4,762-77.2% |
| Participant deferral / active EE | $1,937 | $7,109-72.7% | $6,709-71.1% | $5,850-66.9% |
| Admin fee / account holder | $2,381 | $12,120-80.4% | $10,261-76.8% | $11,596-79.5% |