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 | $86,243 | $183,592-53.0% | $155,567-44.6% | $145,959-40.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.96% | 61.24%-43.3pp | 64.74%-46.8pp | 561.95%-544.0pp |
| Employer contribution / active EE | $2,999 | $5,315-43.6% | $4,674-35.8% | $4,661-35.6% |
| Participant deferral / active EE | $1,690 | $6,464-73.9% | $5,628-70.0% | $6,689-74.7% |
| Admin fee / account holder | $7,479 | $19,318-61.3% | $15,916-53.0% | $13,398-44.2% |