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 4-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 | $38,255 | $106,515-64.1% | $96,683-60.4% | $139,434-72.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 47.95% | 38.43%+9.5pp | 35.69%+12.3pp | 372.94%-325.0pp |
| Employer contribution / active EE | $1,203 | $4,103-70.7% | $3,737-67.8% | $4,751-74.7% |
| Participant deferral / active EE | $1,250 | $5,454-77.1% | $4,878-74.4% | $6,710-81.4% |
| Admin fee / account holder | $359 | $7,877-95.4% | $6,730-94.7% | $11,403-96.9% |