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 | $59,690 | $165,335-63.9% | $149,696-60.1% | $158,922-62.4% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 21.64% | 348.15%-326.5pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,636 | $5,103-67.9% | $4,644-64.8% | $4,761-65.6% |
| Participant deferral / active EE | $1,346 | $7,181-81.3% | $6,842-80.3% | $5,982-77.5% |
| Admin fee / account holder | $71,889 | $10,807+565.2% | $9,309+672.3% | $11,246+539.3% |