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 | $117,455 | $232,540-49.5% | $185,117-36.6% | $147,584-20.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.00% | 43.03%-36.0pp | 40.50%-33.5pp | 578.55%-571.5pp |
| Employer contribution / active EE | $750 | $5,195-85.6% | $4,182-82.1% | $4,876-84.6% |
| Participant deferral / active EE | $750 | $5,834-87.1% | $5,045-85.1% | $5,439-86.2% |
| Admin fee / account holder | $2,318 | $10,275-77.4% | $8,159-71.6% | $10,885-78.7% |