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 | $57,110 | $115,770-50.7% | $101,248-43.6% | $158,922-64.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 10.78% | 56.14%-45.4pp | 46.47%-35.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,830 | $4,175-32.2% | $3,660-22.7% | $4,761-40.6% |
| Participant deferral / active EE | $853 | $4,957-82.8% | $4,370-80.5% | $5,982-85.7% |
| Admin fee / account holder | $13,387 | $7,245+84.8% | $5,945+125.2% | $11,246+19.0% |