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 | $71,668 | $197,591-63.7% | $177,821-59.7% | $158,922-54.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.58% | 58.76%-44.2pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $5,434 | $6,697-18.9% | $5,918-8.2% | $4,761+14.1% |
| Participant deferral / active EE | $2,634 | $8,405-68.7% | $7,714-65.9% | $5,982-56.0% |
| Admin fee / account holder | $7,049 | $15,399-54.2% | $12,427-43.3% | $11,246-37.3% |