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 | $111,318 | $108,919+2.2% | $100,391+10.9% | $145,922-23.7% |
| Participation rate | 78.3% | 82.9%-4.7pp | 81.5%-3.2pp | 80.3%-2.0pp |
| Annual return | 10.81% | 57.88%-47.1pp | 49.20%-38.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $409 | $4,419-90.7% | $3,942-89.6% | $4,660-91.2% |
| Participant deferral / active EE | $783 | $8,445-90.7% | $8,082-90.3% | $6,688-88.3% |
| Admin fee / account holder | $30,908 | $9,689+219.0% | $7,899+291.3% | $13,397+130.7% |