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 | $114,933 | $81,208+41.5% | $98,907+16.2% | $79,858+43.9% |
| Participation rate | 82.8% | 72.5%+10.3pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 11.26% | 60.99%-49.7pp | 196.43%-185.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,093 | $1,960-44.2% | $2,689-59.4% | $2,471-55.8% |
| Participant deferral / active EE | $1,307 | $3,265-60.0% | $4,244-69.2% | $3,740-65.1% |
| Admin fee / account holder | $19,055 | $6,013+216.9% | $6,642+186.9% | $5,306+259.1% |