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 | $125,968 | $168,632-25.3% | $147,614-14.7% | $125,391+0.5% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | 4.35% | 77.65%-73.3pp | 61.98%-57.6pp | 282.22%-277.9pp |
| Employer contribution / active EE | $7,090 | $6,252+13.4% | $5,564+27.4% | $4,866+45.7% |
| Participant deferral / active EE | $1,149 | $5,507-79.1% | $4,895-76.5% | $5,352-78.5% |
| Admin fee / account holder | $2,603 | $13,580-80.8% | $11,611-77.6% | $9,540-72.7% |