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 | $81,757 | $81,208+0.7% | $98,907-17.3% | $79,858+2.4% |
| Participation rate | 92.5% | 72.5%+20.0pp | 76.0%+16.5pp | 69.6%+22.9pp |
| Annual return | 14.61% | 60.99%-46.4pp | 196.43%-181.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,568 | $1,960+31.0% | $2,689-4.5% | $2,471+3.9% |
| Participant deferral / active EE | $1,203 | $3,265-63.1% | $4,244-71.6% | $3,740-67.8% |
| Admin fee / account holder | $33,291 | $6,013+453.7% | $6,642+401.3% | $5,306+527.4% |