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 | $59,103 | $99,032-40.3% | $80,019-26.1% | $135,375-56.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 10.03% | 15.39%-5.4pp | 11.22%-1.2pp | 519.73%-509.7pp |
| Employer contribution / active EE | $2,153 | $3,043-29.3% | $2,468-12.8% | $4,779-55.0% |
| Participant deferral / active EE | $980 | $4,282-77.1% | $3,686-73.4% | $5,609-82.5% |
| Admin fee / account holder | $10,736 | $10,436+2.9% | $6,521+64.6% | $10,827-0.8% |