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 | $16,916 | $107,334-84.2% | $92,893-81.8% | $152,861-88.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.50% | 145.58%-122.1pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,798 | $4,221-33.7% | $3,653-23.4% | $4,762-41.2% |
| Participant deferral / active EE | $776 | $4,845-84.0% | $4,236-81.7% | $5,850-86.7% |
| Admin fee / account holder | $307 | $7,079-95.7% | $5,794-94.7% | $11,596-97.3% |