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 | $26,974 | $84,696-68.2% | $75,696-64.4% | $167,490-83.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.8%+15.2pp | 82.1%+7.9pp |
| Annual return | 21.51% | 199.36%-177.8pp | 104.53%-83.0pp | 478.56%-457.0pp |
| Employer contribution / active EE | $1,233 | $3,230-61.8% | $2,743-55.0% | $4,837-74.5% |
| Participant deferral / active EE | $871 | $4,580-81.0% | $3,821-77.2% | $6,341-86.3% |
| Admin fee / account holder | $9,347 | $5,355+74.5% | $3,619+158.3% | $12,309-24.1% |