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 | $57,915 | $197,591-70.7% | $177,821-67.4% | $158,922-63.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.48% | 58.76%-46.3pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,453 | $6,697-63.4% | $5,918-58.5% | $4,761-48.5% |
| Participant deferral / active EE | $2,130 | $8,405-74.7% | $7,714-72.4% | $5,982-64.4% |
| Admin fee / account holder | $7,601 | $15,399-50.6% | $12,427-38.8% | $11,246-32.4% |