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 | $117,924 | $61,774+90.9% | $97,226+21.3% | $80,856+45.8% |
| Participation rate | 96.4% | 63.5%+32.9pp | 72.7%+23.7pp | 67.6%+28.8pp |
| Annual return | 11.09% | -557.90%+569.0pp | 75.13%-64.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $714 | $1,837-61.1% | $2,729-73.8% | $2,755-74.1% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,847 | $5,166+13.2% | $5,654+3.4% | $6,918-15.5% |