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 | $142,946 | $217,402-34.2% | $185,823-23.1% | $167,490-14.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.99% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,351 | $5,873-77.0% | $5,167-73.9% | $4,837-72.1% |
| Participant deferral / active EE | $1,625 | $6,356-74.4% | $5,568-70.8% | $6,341-74.4% |
| Admin fee / account holder | $1,375 | $19,811-93.1% | $16,237-91.5% | $12,309-88.8% |