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 | $45,924 | $201,272-77.2% | $184,203-75.1% | $145,922-68.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.45% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $5,903 | $7,022-15.9% | $6,427-8.2% | $4,660+26.7% |
| Participant deferral / active EE | $1,733 | $9,806-82.3% | $9,131-81.0% | $6,688-74.1% |
| Admin fee / account holder | $649 | $16,364-96.0% | $13,901-95.3% | $13,397-95.2% |