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 | $174,449 | $115,770+50.7% | $101,248+72.3% | $158,922+9.8% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 13.64% | 56.14%-42.5pp | 46.47%-32.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,119 | $4,175-73.2% | $3,660-69.4% | $4,761-76.5% |
| Participant deferral / active EE | $1,275 | $4,957-74.3% | $4,370-70.8% | $5,982-78.7% |
| Admin fee / account holder | $21,014 | $7,245+190.0% | $5,945+253.4% | $11,246+86.9% |