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 | $153,572 | $201,272-23.7% | $184,203-16.6% | $145,922+5.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 10.04% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,099 | $7,022-55.9% | $6,427-51.8% | $4,660-33.5% |
| Participant deferral / active EE | $774 | $9,806-92.1% | $9,131-91.5% | $6,688-88.4% |
| Admin fee / account holder | $59,606 | $16,364+264.3% | $13,901+328.8% | $13,397+344.9% |