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 | $83,483 | $217,402-61.6% | $185,823-55.1% | $167,490-50.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.51% | 148.36%-131.9pp | 122.05%-105.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,628 | $5,873-55.3% | $5,167-49.1% | $4,837-45.7% |
| Participant deferral / active EE | $683 | $6,356-89.2% | $5,568-87.7% | $6,341-89.2% |
| Admin fee / account holder | $8,798 | $19,811-55.6% | $16,237-45.8% | $12,309-28.5% |