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 | $51,729 | $108,919-52.5% | $100,391-48.5% | $145,922-64.6% |
| Participation rate | 89.5% | 82.9%+6.5pp | 81.5%+8.0pp | 80.3%+9.2pp |
| Annual return | 14.07% | 57.88%-43.8pp | 49.20%-35.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,498 | $4,419+24.4% | $3,942+39.5% | $4,660+18.0% |
| Participant deferral / active EE | $1,956 | $8,445-76.8% | $8,082-75.8% | $6,688-70.8% |
| Admin fee / account holder | $1,259 | $9,689-87.0% | $7,899-84.1% | $13,397-90.6% |