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 | $139,787 | $171,164-18.3% | $127,761+9.4% | $152,861-8.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 18.05% | 23.54%-5.5pp | 26.14%-8.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,315 | $5,447-57.5% | $4,574-49.4% | $4,762-51.4% |
| Participant deferral / active EE | $954 | $7,038-86.4% | $6,021-84.2% | $5,850-83.7% |
| Admin fee / account holder | $11,304 | $14,530-22.2% | $9,395+20.3% | $11,596-2.5% |