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 | $56,716 | $105,859-46.4% | $90,160-37.1% | $147,584-61.6% |
| Participation rate | 70.6% | 79.7%-9.2pp | 76.9%-6.3pp | 82.8%-12.2pp |
| Annual return | 12.03% | 37.63%-25.6pp | 34.88%-22.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,272 | $5,733-77.8% | $5,288-75.9% | $5,439-76.6% |
| Admin fee / account holder | $8,887 | $8,046+10.5% | $5,943+49.5% | $10,885-18.4% |