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 | $90,057 | $140,588-35.9% | $123,104-26.8% | $125,391-28.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.29% | 16.80%-13.5pp | 13.22%-9.9pp | 282.22%-278.9pp |
| Employer contribution / active EE | $2,031 | $6,041-66.4% | $5,151-60.6% | $4,866-58.3% |
| Participant deferral / active EE | $1,150 | $6,980-83.5% | $6,230-81.5% | $5,352-78.5% |
| Admin fee / account holder | $1,486 | $11,198-86.7% | $9,015-83.5% | $9,540-84.4% |