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 | $26,845 | $226,064-88.1% | $182,532-85.3% | $152,861-82.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 10.90% | 192.51%-181.6pp | 148.54%-137.6pp | 345.32%-334.4pp |
| Employer contribution / active EE | $1,008 | $4,978-79.8% | $4,076-75.3% | $4,762-78.8% |
| Participant deferral / active EE | $1,146 | $6,368-82.0% | $5,524-79.3% | $5,850-80.4% |
| Admin fee / account holder | $5,257 | $10,703-50.9% | $8,592-38.8% | $11,596-54.7% |