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 | $56,520 | $197,591-71.4% | $177,821-68.2% | $158,922-64.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.32% | 58.76%-51.4pp | 48.32%-41.0pp | 302.83%-295.5pp |
| Employer contribution / active EE | $3,505 | $6,697-47.7% | $5,918-40.8% | $4,761-26.4% |
| Participant deferral / active EE | $2,351 | $8,405-72.0% | $7,714-69.5% | $5,982-60.7% |
| Admin fee / account holder | $9,969 | $15,399-35.3% | $12,427-19.8% | $11,246-11.4% |