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 | $35,777 | $105,859-66.2% | $90,160-60.3% | $147,584-75.8% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 11.06% | 37.63%-26.6pp | 34.88%-23.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $2,988 | $4,126-27.6% | $3,318-10.0% | $4,876-38.7% |
| Participant deferral / active EE | $1,537 | $5,733-73.2% | $5,288-70.9% | $5,439-71.7% |
| Admin fee / account holder | $29,799 | $8,046+270.4% | $5,943+401.4% | $10,885+173.8% |