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 5-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 | $35,507 | $201,272-82.4% | $184,203-80.7% | $145,922-75.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 9.90% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,665 | $7,022-76.3% | $6,427-74.1% | $4,660-64.3% |
| Participant deferral / active EE | $2,394 | $9,806-75.6% | $9,131-73.8% | $6,688-64.2% |
| Admin fee / account holder | $25,174 | $16,364+53.8% | $13,901+81.1% | $13,397+87.9% |