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 | $26,460 | $183,519-85.6% | $155,509-83.0% | $145,922-81.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,155 | $5,313-40.6% | $4,672-32.5% | $4,660-32.3% |
| Participant deferral / active EE | $415 | $6,462-93.6% | $5,626-92.6% | $6,688-93.8% |
| Admin fee / account holder | $3,718 | $19,313-80.7% | $15,912-76.6% | $13,397-72.2% |