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 | $67,938 | $92,985-26.9% | $153,432-55.7% | $80,874-16.0% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.16% | 19.95%-8.8pp | 15.66%-4.5pp | 35.62%-24.5pp |
| Employer contribution / active EE | $15,103 | $3,507+330.6% | $5,038+199.8% | $2,756+448.1% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,297-100.0% |
| Admin fee / account holder | $659 | $8,880-92.6% | $12,725-94.8% | $6,935-90.5% |