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 | $17,856 | $148,534-88.0% | $135,903-86.9% | $139,434-87.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.27% | 79.19%-64.9pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,637 | $5,243-68.8% | $4,856-66.3% | $4,751-65.5% |
| Participant deferral / active EE | $2,143 | $8,100-73.5% | $7,758-72.4% | $6,710-68.1% |
| Admin fee / account holder | $572 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |