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 | $64,383 | $80,968-20.5% | $96,544-33.3% | $75,163-14.3% |
| Participation rate | 72.5% | 71.8%+0.8pp | 76.0%-3.4pp | 67.2%+5.4pp |
| Annual return | 15.78% | 27.06%-11.3pp | 25.84%-10.1pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,747 | $3,928-55.5% | $4,851-64.0% | $4,125-57.7% |
| Admin fee / account holder | $19,990 | $6,724+197.3% | $8,252+142.2% | $5,651+253.7% |