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 | $39,538 | $96,635-59.1% | $86,612-54.4% | $139,434-71.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.10% | 106.41%-88.3pp | 591.07%-573.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $791 | $3,263-75.8% | $3,022-73.8% | $4,751-83.4% |
| Participant deferral / active EE | $791 | $4,836-83.6% | $4,438-82.2% | $6,710-88.2% |
| Admin fee / account holder | $7,029 | $6,408+9.7% | $5,614+25.2% | $11,403-38.4% |