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 | $23,958 | $165,984-85.6% | $164,813-85.5% | $145,922-83.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 12.65% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,856 | $5,273-64.8% | $4,341-57.2% | $4,660-60.2% |
| Participant deferral / active EE | $1,843 | $6,959-73.5% | $6,031-69.4% | $6,688-72.4% |
| Admin fee / account holder | $8,833 | $16,648-46.9% | $12,690-30.4% | $13,397-34.1% |