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 | $21,561 | $183,592-88.3% | $155,567-86.1% | $145,959-85.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 61.24%-48.5pp | 64.74%-52.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,592 | $5,315-70.1% | $4,674-66.0% | $4,661-65.9% |
| Participant deferral / active EE | $1,343 | $6,464-79.2% | $5,628-76.1% | $6,689-79.9% |
| Admin fee / account holder | $351 | $19,318-98.2% | $15,916-97.8% | $13,398-97.4% |