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 | $84,947 | $197,591-57.0% | $177,821-52.2% | $158,922-46.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.35% | 58.76%-45.4pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $4,128 | $6,697-38.4% | $5,918-30.3% | $4,761-13.3% |
| Participant deferral / active EE | $2,652 | $8,405-68.4% | $7,714-65.6% | $5,982-55.7% |
| Admin fee / account holder | $1,345 | $15,399-91.3% | $12,427-89.2% | $11,246-88.0% |