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 7-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 | $74,368 | $117,859-36.9% | $102,438-27.4% | $145,959-49.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 31.72%-20.7pp | 29.37%-18.4pp | 561.95%-550.9pp |
| Employer contribution / active EE | $17,759 | $3,615+391.3% | $3,024+487.3% | $4,661+281.0% |
| Participant deferral / active EE | $503 | $5,732-91.2% | $5,054-90.1% | $6,689-92.5% |
| Admin fee / account holder | $6,457 | $13,318-51.5% | $9,448-31.7% | $13,398-51.8% |