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 | $73,320 | $102,828-28.7% | $105,387-30.4% | $152,861-52.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.76% | 20.85%-2.1pp | 26.82%-8.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,410 | $4,473-68.5% | $4,213-66.5% | $4,762-70.4% |
| Participant deferral / active EE | $1,410 | $5,465-74.2% | $5,502-74.4% | $5,850-75.9% |
| Admin fee / account holder | $8,435 | $8,683-2.9% | $6,559+28.6% | $11,596-27.3% |