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 | $66,035 | $144,119-54.2% | $117,854-44.0% | $147,584-55.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.00% | 531.15%-520.1pp | 335.08%-324.1pp | 578.55%-567.5pp |
| Employer contribution / active EE | $5,695 | $4,896+16.3% | $3,786+50.4% | $4,876+16.8% |
| Participant deferral / active EE | $891 | $5,316-83.2% | $4,482-80.1% | $5,439-83.6% |
| Admin fee / account holder | $13,832 | $10,886+27.1% | $8,020+72.5% | $10,885+27.1% |