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 | $25,538 | $214,378-88.1% | $200,582-87.3% | $142,382-82.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.51% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,792 | $6,841-73.8% | $6,419-72.1% | $4,299-58.3% |
| Participant deferral / active EE | $2,176 | $9,865-77.9% | $9,331-76.7% | $6,507-66.6% |
| Admin fee / account holder | $1,983 | $17,692-88.8% | $16,305-87.8% | $12,624-84.3% |