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 | $28,201 | $183,592-84.6% | $155,567-81.9% | $145,959-80.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.52% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $1,183 | $5,315-77.7% | $4,674-74.7% | $4,661-74.6% |
| Participant deferral / active EE | $1,281 | $6,464-80.2% | $5,628-77.2% | $6,689-80.9% |
| Admin fee / account holder | $115,183 | $19,318+496.2% | $15,916+623.7% | $13,398+759.7% |