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 | $120,713 | $162,781-25.8% | $133,956-9.9% | $158,922-24.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.46% | 41.94%-30.5pp | 45.09%-33.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,019 | $4,975-59.4% | $3,919-48.5% | $4,761-57.6% |
| Participant deferral / active EE | $1,300 | $5,911-78.0% | $5,048-74.2% | $5,982-78.3% |
| Admin fee / account holder | $4,448 | $11,736-62.1% | $8,927-50.2% | $11,246-60.4% |