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 | $32,434 | $117,859-72.5% | $102,438-68.3% | $145,959-77.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 31.72%-18.2pp | 29.37%-15.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,570 | $3,615-56.6% | $3,024-48.1% | $4,661-66.3% |
| Participant deferral / active EE | $540 | $5,732-90.6% | $5,054-89.3% | $6,689-91.9% |
| Admin fee / account holder | $11,860 | $13,318-11.0% | $9,448+25.5% | $13,398-11.5% |