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 | $87,333 | $157,256-44.5% | $141,162-38.1% | $152,861-42.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.14% | 64.32%-40.2pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,372 | $5,261-73.9% | $4,735-71.0% | $4,762-71.2% |
| Participant deferral / active EE | $1,395 | $7,109-80.4% | $6,709-79.2% | $5,850-76.2% |
| Admin fee / account holder | $864 | $12,120-92.9% | $10,261-91.6% | $11,596-92.6% |