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 | $30,931 | $168,632-81.7% | $147,614-79.0% | $125,391-75.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.87% | 77.65%-76.8pp | 61.98%-61.1pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,621 | $6,252-74.1% | $5,564-70.9% | $4,866-66.7% |
| Participant deferral / active EE | $1,720 | $5,507-68.8% | $4,895-64.9% | $5,352-67.9% |
| Admin fee / account holder | $7,494 | $13,580-44.8% | $11,611-35.5% | $9,540-21.4% |