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 | $31,854 | $102,828-69.0% | $105,387-69.8% | $152,861-79.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.93% | 20.85%+3.1pp | 26.82%-2.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,720 | $4,473-61.5% | $4,213-59.2% | $4,762-63.9% |
| Participant deferral / active EE | $1,043 | $5,465-80.9% | $5,502-81.0% | $5,850-82.2% |
| Admin fee / account holder | $653 | $8,683-92.5% | $6,559-90.0% | $11,596-94.4% |