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 | $82,934 | $152,587-45.6% | $125,175-33.7% | $152,861-45.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.12% | 54.84%-35.7pp | 43.79%-24.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,792 | $4,946-63.8% | $3,865-53.6% | $4,762-62.4% |
| Participant deferral / active EE | $463 | $5,868-92.1% | $4,937-90.6% | $5,850-92.1% |
| Admin fee / account holder | $11,644 | $13,434-13.3% | $9,702+20.0% | $11,596+0.4% |