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 | $142,274 | $201,272-29.3% | $184,203-22.8% | $145,922-2.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 11.28% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,797 | $7,022-74.4% | $6,427-72.0% | $4,660-61.4% |
| Participant deferral / active EE | $2,714 | $9,806-72.3% | $9,131-70.3% | $6,688-59.4% |
| Admin fee / account holder | $87,982 | $16,364+437.7% | $13,901+532.9% | $13,397+556.7% |