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 | $28,744 | $167,484-82.8% | $151,611-81.0% | $134,475-78.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.58% | 7.80%-18.4pp | 3.33%-13.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,373 | $6,829-65.3% | $6,166-61.5% | $4,740-49.9% |
| Participant deferral / active EE | $3,167 | $8,986-64.8% | $8,363-62.1% | $6,400-50.5% |
| Admin fee / account holder | $713 | $13,783-94.8% | $11,616-93.9% | $11,426-93.8% |