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 | $36,173 | $102,382-64.7% | $147,005-75.4% | $80,874-55.3% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.2%-2.9pp | 67.6%+11.6pp |
| Annual return | 14.46% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,835 | $3,715-50.6% | $4,934-62.8% | $2,756-33.4% |
| Participant deferral / active EE | $2,468 | $6,646-62.9% | $8,070-69.4% | $4,297-42.6% |
| Admin fee / account holder | $4,445 | $7,942-44.0% | $13,006-65.8% | $6,935-35.9% |