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 | $53,375 | $179,726-70.3% | $156,263-65.8% | $142,382-62.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 28.39% | 77.86%-49.5pp | 59.47%-31.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,728 | $5,069-46.2% | $4,333-37.0% | $4,299-36.5% |
| Participant deferral / active EE | $952 | $6,956-86.3% | $6,158-84.5% | $6,507-85.4% |
| Admin fee / account holder | $8,107 | $17,272-53.1% | $14,255-43.1% | $12,624-35.8% |