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 | $154,526 | $183,519-15.8% | $155,509-0.6% | $145,922+5.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.08% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,141 | $5,313-78.5% | $4,672-75.6% | $4,660-75.5% |
| Participant deferral / active EE | $248 | $6,462-96.2% | $5,626-95.6% | $6,688-96.3% |
| Admin fee / account holder | $3,854 | $19,313-80.0% | $15,912-75.8% | $13,397-71.2% |