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 | $33,429 | $165,335-79.8% | $149,696-77.7% | $158,922-79.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.27% | 348.15%-331.9pp | 276.60%-260.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,469 | $5,103-71.2% | $4,644-68.4% | $4,761-69.1% |
| Participant deferral / active EE | $1,469 | $7,181-79.5% | $6,842-78.5% | $5,982-75.4% |
| Admin fee / account holder | $307 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |