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 | $17,050 | $107,334-84.1% | $92,893-81.6% | $152,861-88.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 19.65% | 145.58%-125.9pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,527 | $4,221-40.1% | $3,653-30.8% | $4,762-46.9% |
| Participant deferral / active EE | $433 | $4,845-91.1% | $4,236-89.8% | $5,850-92.6% |
| Admin fee / account holder | $2,219 | $7,079-68.7% | $5,794-61.7% | $11,596-80.9% |