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 | $56,806 | $171,164-66.8% | $127,761-55.5% | $152,861-62.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 21.58% | 23.54%-2.0pp | 26.14%-4.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $7,643 | $5,447+40.3% | $4,574+67.1% | $4,762+60.5% |
| Participant deferral / active EE | $1,793 | $7,038-74.5% | $6,021-70.2% | $5,850-69.4% |
| Admin fee / account holder | $5,998 | $14,530-58.7% | $9,395-36.2% | $11,596-48.3% |