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 | $41,401 | $99,985-58.6% | $146,665-71.8% | $85,850-51.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.45% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,294 | $2,559-49.4% | $4,136-68.7% | $2,565-49.6% |
| Participant deferral / active EE | $1,561 | $4,006-61.0% | $5,506-71.6% | $3,952-60.5% |
| Admin fee / account holder | $6,253 | $7,702-18.8% | $10,280-39.2% | $6,260-0.1% |