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 | $86,122 | $183,519-53.1% | $155,509-44.6% | $145,922-41.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,662 | $5,313-68.7% | $4,672-64.4% | $4,660-64.3% |
| Participant deferral / active EE | $1,563 | $6,462-75.8% | $5,626-72.2% | $6,688-76.6% |
| Admin fee / account holder | $1,538 | $19,313-92.0% | $15,912-90.3% | $13,397-88.5% |