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 | $82,785 | $148,534-44.3% | $135,903-39.1% | $139,434-40.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.59% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $28,518 | $5,243+443.9% | $4,856+487.3% | $4,751+500.3% |
| Participant deferral / active EE | $1,765 | $8,100-78.2% | $7,758-77.2% | $6,710-73.7% |
| Admin fee / account holder | $17,556 | $12,400+41.6% | $10,762+63.1% | $11,403+54.0% |