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 | $51,656 | $70,428-26.7% | $96,562-46.5% | $85,850-39.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.87% | 18.59%-5.7pp | 37.78%-24.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,384 | $1,413+68.7% | $2,356+1.2% | $2,565-7.1% |
| Participant deferral / active EE | $1,226 | $2,894-57.6% | $3,849-68.2% | $3,952-69.0% |
| Admin fee / account holder | $6,592 | $4,997+31.9% | $6,181+6.7% | $6,260+5.3% |