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 | $65,956 | $69,207-4.7% | $64,056+3.0% | $139,434-52.7% |
| Participation rate | 90.5% | 75.6%+14.9pp | 72.3%+18.2pp | 80.3%+10.2pp |
| Annual return | 20.07% | 45.88%-25.8pp | 33.69%-13.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,449 | $3,182-23.0% | $2,747-10.8% | $4,751-48.5% |
| Participant deferral / active EE | $86 | $4,682-98.2% | $3,880-97.8% | $6,710-98.7% |
| Admin fee / account holder | $19,653 | $4,244+363.1% | $3,068+540.6% | $11,403+72.4% |