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 8-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 | $25,153 | $117,841-78.7% | $102,423-75.4% | $145,922-82.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 31.65%-22.2pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,163 | $3,615-12.5% | $3,023+4.6% | $4,660-32.1% |
| Participant deferral / active EE | $1,002 | $5,731-82.5% | $5,053-80.2% | $6,688-85.0% |
| Admin fee / account holder | $5,067 | $13,326-62.0% | $9,451-46.4% | $13,397-62.2% |