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 | $152,515 | $214,378-28.9% | $200,582-24.0% | $142,382+7.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.21% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,264 | $6,841-66.9% | $6,419-64.7% | $4,299-47.3% |
| Participant deferral / active EE | $2,935 | $9,865-70.3% | $9,331-68.5% | $6,507-54.9% |
| Admin fee / account holder | $488 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |