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 | $33,103 | $115,770-71.4% | $101,248-67.3% | $158,922-79.2% |
| Participation rate | 95.7% | 79.4%+16.3pp | 75.8%+19.8pp | 82.0%+13.7pp |
| Annual return | 14.25% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $16,138 | $4,175+286.6% | $3,660+341.0% | $4,761+239.0% |
| Participant deferral / active EE | $371 | $4,957-92.5% | $4,370-91.5% | $5,982-93.8% |
| Admin fee / account holder | $3,058 | $7,245-57.8% | $5,945-48.6% | $11,246-72.8% |