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 | $63,137 | $58,208+8.5% | $81,812-22.8% | $80,856-21.9% |
| Participation rate | 94.6% | 63.4%+31.2pp | 72.3%+22.3pp | 67.6%+27.0pp |
| Annual return | 10.88% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,250 | $2,340+167.1% | $2,912+114.6% | $2,755+126.9% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,963 | $4,981-20.4% | $7,386-46.3% | $6,918-42.7% |