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 | $129,868 | $362,131-64.1% | $285,549-54.5% | $357,791-63.7% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 11.47% | 5.08%+6.4pp | 7.15%+4.3pp | 396.79%-385.3pp |
| Employer contribution / active EE | $4,811 | $5,952-19.2% | $5,022-4.2% | $7,508-35.9% |
| Participant deferral / active EE | $1,782 | $5,478-67.5% | $4,549-60.8% | $5,521-67.7% |
| Admin fee / account holder | $96,806 | $16,774+477.1% | $13,934+594.8% | $28,387+241.0% |