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 | $115,144 | $176,812-34.9% | $146,665-21.5% | $167,490-31.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.05% | 24.03%-4.0pp | 22.74%-2.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $3,250 | $5,160-37.0% | $4,136-21.4% | $4,837-32.8% |
| Participant deferral / active EE | $696 | $6,440-89.2% | $5,506-87.4% | $6,341-89.0% |
| Admin fee / account holder | $11,680 | $13,259-11.9% | $10,280+13.6% | $12,309-5.1% |