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 | $77,221 | $157,256-50.9% | $141,162-45.3% | $152,861-49.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.01% | 64.32%-48.3pp | 71.39%-55.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $7,777 | $5,261+47.8% | $4,735+64.2% | $4,762+63.3% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $21,108 | $12,120+74.2% | $10,261+105.7% | $11,596+82.0% |