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 | $46,431 | $167,483-72.3% | $115,752-59.9% | $147,584-68.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 10.93% | 12.11%-1.2pp | 19.41%-8.5pp | 578.55%-567.6pp |
| Employer contribution / active EE | $2,094 | $4,960-57.8% | $3,492-40.0% | $4,876-57.1% |
| Participant deferral / active EE | $1,326 | $7,037-81.2% | $5,204-74.5% | $5,439-75.6% |
| Admin fee / account holder | $314 | $13,069-97.6% | $6,278-95.0% | $10,885-97.1% |