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 | $81,580 | $201,272-59.5% | $184,203-55.7% | $145,922-44.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.44% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,607 | $7,022-20.2% | $6,427-12.8% | $4,660+20.3% |
| Participant deferral / active EE | $2,640 | $9,806-73.1% | $9,131-71.1% | $6,688-60.5% |
| Admin fee / account holder | $545 | $16,364-96.7% | $13,901-96.1% | $13,397-95.9% |