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 | $123,774 | $176,812-30.0% | $146,665-15.6% | $167,490-26.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.99% | 24.03%-8.0pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,443 | $5,160-52.6% | $4,136-40.9% | $4,837-49.5% |
| Participant deferral / active EE | $1,952 | $6,440-69.7% | $5,506-64.5% | $6,341-69.2% |
| Admin fee / account holder | $6,589 | $13,259-50.3% | $10,280-35.9% | $12,309-46.5% |