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 | $54,378 | $209,832-74.1% | $189,513-71.3% | $167,490-67.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.10% | 748.27%-730.2pp | 555.15%-537.0pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,809 | $6,914-73.8% | $6,162-70.6% | $4,837-62.6% |
| Participant deferral / active EE | $2,996 | $8,935-66.5% | $8,221-63.6% | $6,341-52.7% |
| Admin fee / account holder | $1,051 | $14,293-92.6% | $12,045-91.3% | $12,309-91.5% |