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 | $46,077 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 38.82% | 74.59%-35.8pp | 66.58%-27.8pp | 220.34%-181.5pp |
| Employer contribution / active EE | $1,996 | $4,804-58.5% | $4,554-56.2% | $4,156-52.0% |
| Participant deferral / active EE | $2,032 | $8,216-75.3% | $7,897-74.3% | $6,407-68.3% |
| Admin fee / account holder | $344 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |