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 | $51,237 | $201,272-74.5% | $184,203-72.2% | $145,922-64.9% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 17.75% | 29.00%-11.3pp | 28.81%-11.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,699 | $7,022-75.8% | $6,427-73.6% | $4,660-63.5% |
| Participant deferral / active EE | $2,363 | $9,806-75.9% | $9,131-74.1% | $6,688-64.7% |
| Admin fee / account holder | $1,299 | $16,364-92.1% | $13,901-90.7% | $13,397-90.3% |