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 | $117,790 | $100,773+16.9% | $88,946+32.4% | $142,382-17.3% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 11.05% | 70.18%-59.1pp | 57.82%-46.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,529 | $2,918+21.0% | $2,555+38.1% | $4,299-17.9% |
| Participant deferral / active EE | $521 | $5,230-90.0% | $4,581-88.6% | $6,507-92.0% |
| Admin fee / account holder | $43,780 | $9,693+351.7% | $8,261+430.0% | $12,624+246.8% |