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 | $45,643 | $198,466-77.0% | $170,442-73.2% | $147,584-69.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.40% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,580 | $6,184-74.5% | $5,433-70.9% | $4,876-67.6% |
| Participant deferral / active EE | $1,196 | $5,629-78.7% | $4,939-75.8% | $5,439-78.0% |
| Admin fee / account holder | $22,142 | $16,852+31.4% | $13,880+59.5% | $10,885+103.4% |