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 | $53,579 | $211,958-74.7% | $169,463-68.4% | $135,375-60.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.61% | 3.26%+0.3pp | 1.83%+1.8pp | 519.73%-516.1pp |
| Employer contribution / active EE | $3,577 | $5,120-30.1% | $4,159-14.0% | $4,779-25.1% |
| Participant deferral / active EE | $433 | $6,075-92.9% | $5,277-91.8% | $5,609-92.3% |
| Admin fee / account holder | $504 | $11,471-95.6% | $9,109-94.5% | $10,827-95.3% |