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 | $103,816 | $117,841-11.9% | $102,423+1.4% | $145,922-28.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 9.10% | 31.65%-22.6pp | 29.32%-20.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,199 | $3,615-66.8% | $3,023-60.3% | $4,660-74.3% |
| Participant deferral / active EE | $1,743 | $5,731-69.6% | $5,053-65.5% | $6,688-73.9% |
| Admin fee / account holder | $3,999 | $13,326-70.0% | $9,451-57.7% | $13,397-70.1% |