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 | $112,524 | $149,734-24.9% | $118,925-5.4% | $158,922-29.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.34% | 19.95%-9.6pp | 35.88%-25.5pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,878 | $4,115-54.4% | $3,263-42.4% | $4,761-60.6% |
| Participant deferral / active EE | $522 | $5,223-90.0% | $4,265-87.8% | $5,982-91.3% |
| Admin fee / account holder | $16,201 | $8,603+88.3% | $6,581+146.2% | $11,246+44.1% |