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 | $115,798 | $105,998+9.2% | $92,233+25.5% | $147,584-21.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 10.12% | 50.05%-39.9pp | 176.28%-166.2pp | 578.55%-568.4pp |
| Employer contribution / active EE | $1,168 | $4,333-73.1% | $3,679-68.3% | $4,876-76.1% |
| Participant deferral / active EE | $489 | $4,478-89.1% | $3,897-87.4% | $5,439-91.0% |
| Admin fee / account holder | $23,650 | $6,332+273.5% | $5,194+355.4% | $10,885+117.3% |