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 | $23,442 | $115,770-79.8% | $101,248-76.8% | $158,922-85.2% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | 24.03% | 56.14%-32.1pp | 46.47%-22.4pp | 302.83%-278.8pp |
| Employer contribution / active EE | $7,195 | $4,175+72.4% | $3,660+96.6% | $4,761+51.1% |
| Participant deferral / active EE | $525 | $4,957-89.4% | $4,370-88.0% | $5,982-91.2% |
| Admin fee / account holder | $2,833 | $7,245-60.9% | $5,945-52.3% | $11,246-74.8% |