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 | $33,394 | $155,788-78.6% | $124,672-73.2% | $167,490-80.1% |
| Participation rate | 81.8% | 81.1%+0.7pp | 74.6%+7.2pp | 82.1%-0.3pp |
| Annual return | 13.68% | 17.97%-4.3pp | 5142.93%-5129.2pp | 478.56%-464.9pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $121 | $5,673-97.9% | $4,614-97.4% | $6,341-98.1% |
| Admin fee / account holder | $3,460 | $9,531-63.7% | $7,493-53.8% | $12,309-71.9% |