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 | $131,873 | $117,841+11.9% | $102,423+28.8% | $145,922-9.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.49% | 31.65%-19.2pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,015 | $3,615-44.2% | $3,023-33.3% | $4,660-56.8% |
| Participant deferral / active EE | $371 | $5,731-93.5% | $5,053-92.7% | $6,688-94.4% |
| Admin fee / account holder | $5,691 | $13,326-57.3% | $9,451-39.8% | $13,397-57.5% |