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 | $48,442 | $106,890-54.7% | $84,015-42.3% | $152,861-68.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 9.37% | 104.99%-95.6pp | 71.31%-61.9pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,594 | $2,734-41.7% | $1,983-19.6% | $4,762-66.5% |
| Participant deferral / active EE | $574 | $4,011-85.7% | $3,239-82.3% | $5,850-90.2% |
| Admin fee / account holder | $16,423 | $8,285+98.2% | $6,101+169.2% | $11,596+41.6% |