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 | $66,055 | $114,381-42.3% | $107,525-38.6% | $142,382-53.6% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 14.80% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $11,865 | $4,015+195.5% | $3,754+216.1% | $4,299+176.0% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,045 | $9,860-69.1% | $8,919-65.9% | $12,624-75.9% |