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 | $24,368 | $112,096-78.3% | $95,952-74.6% | $158,922-84.7% |
| Participation rate | 70.6% | 79.0%-8.4pp | 77.1%-6.5pp | 82.0%-11.4pp |
| Annual return | 10.63% | 171.09%-160.5pp | 91.61%-81.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,133 | $4,784-76.3% | $4,167-72.8% | $5,982-81.1% |
| Admin fee / account holder | $3,861 | $10,130-61.9% | $6,795-43.2% | $11,246-65.7% |