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 | $39,885 | $171,164-76.7% | $127,761-68.8% | $152,861-73.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 13.10% | 23.54%-10.4pp | 26.14%-13.0pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,498 | $5,447-54.1% | $4,574-45.4% | $4,762-47.6% |
| Participant deferral / active EE | $1,295 | $7,038-81.6% | $6,021-78.5% | $5,850-77.9% |
| Admin fee / account holder | $10,884 | $14,530-25.1% | $9,395+15.8% | $11,596-6.1% |