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 | $55,797 | $176,812-68.4% | $146,665-62.0% | $167,490-66.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.62% | 24.03%-8.4pp | 22.74%-7.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,836 | $5,160-64.4% | $4,136-55.6% | $4,837-62.1% |
| Participant deferral / active EE | $1,162 | $6,440-82.0% | $5,506-78.9% | $6,341-81.7% |
| Admin fee / account holder | $1,984 | $13,259-85.0% | $10,280-80.7% | $12,309-83.9% |