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 | $68,337 | $180,028-62.0% | $138,135-50.5% | $158,922-57.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 17.37% | 21.68%-4.3pp | 20.51%-3.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $8,132 | $7,470+8.9% | $5,587+45.6% | $4,761+70.8% |
| Participant deferral / active EE | $1,641 | $7,717-78.7% | $6,431-74.5% | $5,982-72.6% |
| Admin fee / account holder | $6,003 | $17,912-66.5% | $11,856-49.4% | $11,246-46.6% |