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 | $27,255 | $127,386-78.6% | $115,037-76.3% | $125,391-78.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.29% | 31.28%-28.0pp | 26.14%-22.9pp | 282.22%-278.9pp |
| Employer contribution / active EE | $1,319 | $5,166-74.5% | $4,608-71.4% | $4,866-72.9% |
| Participant deferral / active EE | $1,870 | $6,423-70.9% | $6,026-69.0% | $5,352-65.1% |
| Admin fee / account holder | $40,996 | $9,516+330.8% | $8,175+401.5% | $9,540+329.7% |