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 | $51,931 | $117,841-55.9% | $102,423-49.3% | $145,922-64.4% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 15.21% | 31.65%-16.4pp | 29.32%-14.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $15,474 | $3,615+328.1% | $3,023+411.8% | $4,660+232.1% |
| Participant deferral / active EE | $1,033 | $5,731-82.0% | $5,053-79.6% | $6,688-84.6% |
| Admin fee / account holder | $2,057 | $13,326-84.6% | $9,451-78.2% | $13,397-84.6% |