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 | $110,119 | $176,812-37.7% | $146,665-24.9% | $167,490-34.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.33% | 24.03%-13.7pp | 22.74%-12.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,030 | $5,160-60.7% | $4,136-50.9% | $4,837-58.0% |
| Participant deferral / active EE | $1,026 | $6,440-84.1% | $5,506-81.4% | $6,341-83.8% |
| Admin fee / account holder | $2,101 | $13,259-84.2% | $10,280-79.6% | $12,309-82.9% |