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 | $36,165 | $157,256-77.0% | $141,162-74.4% | $152,861-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.07% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,095 | $5,261-79.2% | $4,735-76.9% | $4,762-77.0% |
| Participant deferral / active EE | $1,872 | $7,109-73.7% | $6,709-72.1% | $5,850-68.0% |
| Admin fee / account holder | $7,868 | $12,120-35.1% | $10,261-23.3% | $11,596-32.2% |