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 | $48,908 | $48,795+0.2% | $65,493-25.3% | $84,808-42.3% |
| Participation rate | 89.3% | 67.0%+22.3pp | 73.1%+16.2pp | 68.3%+21.0pp |
| Annual return | 12.50% | 20.20%-7.7pp | 982.45%-969.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,024 | $1,930-47.0% | $2,574-60.2% | $2,631-61.1% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,963 | $3,877+2.2% | $5,028-21.2% | $7,344-46.0% |