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 | $65,353 | $114,047-42.7% | $96,139-32.0% | $167,490-61.0% |
| Participation rate | 84.6% | 75.1%+9.6pp | 68.4%+16.2pp | 82.1%+2.5pp |
| Annual return | 13.07% | 189.88%-176.8pp | 191.94%-178.9pp | 478.56%-465.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $479 | $5,194-90.8% | $4,349-89.0% | $6,341-92.4% |
| Admin fee / account holder | $24,193 | $6,897+250.8% | $5,537+336.9% | $12,309+96.5% |