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 | $56,261 | $112,096-49.8% | $95,952-41.4% | $158,922-64.6% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 10.30% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,364 | $3,198-57.4% | $2,541-46.3% | $4,761-71.4% |
| Participant deferral / active EE | $1,162 | $4,784-75.7% | $4,167-72.1% | $5,982-80.6% |
| Admin fee / account holder | $21,100 | $10,130+108.3% | $6,795+210.5% | $11,246+87.6% |