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 | $24,411 | $127,777-80.9% | $106,548-77.1% | $167,490-85.4% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 10.72% | 33.87%-23.2pp | 26.80%-16.1pp | 478.56%-467.8pp |
| Employer contribution / active EE | $759 | $3,427-77.9% | $2,819-73.1% | $4,837-84.3% |
| Participant deferral / active EE | $952 | $5,087-81.3% | $4,398-78.3% | $6,341-85.0% |
| Admin fee / account holder | $14,015 | $11,228+24.8% | $7,407+89.2% | $12,309+13.9% |