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 | $34,796 | $144,119-75.9% | $117,854-70.5% | $147,584-76.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.17% | 531.15%-514.0pp | 335.08%-317.9pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,379 | $4,896-51.4% | $3,786-37.2% | $4,876-51.2% |
| Participant deferral / active EE | $1,540 | $5,316-71.0% | $4,482-65.6% | $5,439-71.7% |
| Admin fee / account holder | $14,630 | $10,886+34.4% | $8,020+82.4% | $10,885+34.4% |