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 | $45,403 | $98,750-54.0% | $149,696-69.7% | $79,858-43.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.83% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,985 | $3,216-7.2% | $4,644-35.7% | $2,471+20.8% |
| Participant deferral / active EE | $1,947 | $5,680-65.7% | $6,842-71.5% | $3,740-47.9% |
| Admin fee / account holder | $524 | $6,053-91.3% | $9,309-94.4% | $5,306-90.1% |