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 | $65,772 | $217,402-69.7% | $185,823-64.6% | $167,490-60.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.77% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,265 | $5,873-61.4% | $5,167-56.2% | $4,837-53.2% |
| Participant deferral / active EE | $2,003 | $6,356-68.5% | $5,568-64.0% | $6,341-68.4% |
| Admin fee / account holder | $411 | $19,811-97.9% | $16,237-97.5% | $12,309-96.7% |