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 | $21,544 | $84,149-74.4% | $76,080-71.7% | $167,490-87.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 27.78% | 54.99%-27.2pp | 42.50%-14.7pp | 478.56%-450.8pp |
| Employer contribution / active EE | $3,203 | $4,618-30.6% | $3,962-19.2% | $4,837-33.8% |
| Participant deferral / active EE | $906 | $5,796-84.4% | $4,905-81.5% | $6,341-85.7% |
| Admin fee / account holder | $4,812 | $6,410-24.9% | $4,883-1.5% | $12,309-60.9% |