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 | $103,643 | $137,414-24.6% | $189,513-45.3% | $85,850+20.7% |
| Participation rate | 84.0% | 84.6%-0.6pp | 87.8%-3.8pp | 69.3%+14.7pp |
| Annual return | 11.99% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,401 | $4,344-67.7% | $6,162-77.3% | $2,565-45.4% |
| Participant deferral / active EE | $2,708 | $6,260-56.7% | $8,221-67.1% | $3,952-31.5% |
| Admin fee / account holder | $5,578 | $8,630-35.4% | $12,045-53.7% | $6,260-10.9% |