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 | $79,789 | $162,781-51.0% | $133,956-40.4% | $158,922-49.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.88% | 41.94%-34.1pp | 45.09%-37.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,191 | $4,975-56.0% | $3,919-44.1% | $4,761-54.0% |
| Participant deferral / active EE | $1,750 | $5,911-70.4% | $5,048-65.3% | $5,982-70.7% |
| Admin fee / account holder | $21,966 | $11,736+87.2% | $8,927+146.1% | $11,246+95.3% |