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 5-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 | $29,978 | $179,726-83.3% | $156,263-80.8% | $142,382-78.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.52% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,844 | $5,069-63.6% | $4,333-57.4% | $4,299-57.1% |
| Participant deferral / active EE | $1,854 | $6,956-73.3% | $6,158-69.9% | $6,507-71.5% |
| Admin fee / account holder | $729 | $17,272-95.8% | $14,255-94.9% | $12,624-94.2% |