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 | $132,666 | $99,957+32.7% | $149,696-11.4% | $73,488+80.5% |
| Participation rate | 76.6% | 75.7%+0.9pp | 82.5%-5.9pp | 70.7%+5.9pp |
| Annual return | 25.45% | 53.87%-28.4pp | 276.60%-251.1pp | 28.51%-3.1pp |
| Employer contribution / active EE | $1,443 | $3,191-54.8% | $4,644-68.9% | $2,270-36.5% |
| Participant deferral / active EE | $2,724 | $6,073-55.1% | $6,842-60.2% | $3,740-27.2% |
| Admin fee / account holder | $23,142 | $551+4102.3% | $9,309+148.6% | $513+4410.6% |