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 | $50,512 | $127,777-60.5% | $106,548-52.6% | $167,490-69.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.72% | 33.87%-18.2pp | 26.80%-11.1pp | 478.56%-462.8pp |
| Employer contribution / active EE | $7,316 | $3,427+113.5% | $2,819+159.5% | $4,837+51.2% |
| Participant deferral / active EE | $1,012 | $5,087-80.1% | $4,398-77.0% | $6,341-84.0% |
| Admin fee / account holder | $1,921 | $11,228-82.9% | $7,407-74.1% | $12,309-84.4% |