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 4-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 | $47,867 | $201,272-76.2% | $184,203-74.0% | $145,922-67.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.85% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,126 | $7,022-69.7% | $6,427-66.9% | $4,660-54.4% |
| Participant deferral / active EE | $2,621 | $9,806-73.3% | $9,131-71.3% | $6,688-60.8% |
| Admin fee / account holder | $1,108 | $16,364-93.2% | $13,901-92.0% | $13,397-91.7% |