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 | $19,650 | $48,300-59.3% | $40,145,923-100.0% | $62,891-68.8% |
| Participation rate | 95.1% | 62.0%+33.0pp | 68.4%+26.7pp | 69.3%+25.8pp |
| Annual return | 5.31% | 6.95%-1.6pp | 5.24%+0.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $820 | $1,333-38.5% | $1,844-55.5% | $2,281-64.1% |
| Participant deferral / active EE | $635 | $2,388-73.4% | $2,591-75.5% | $3,203-80.2% |
| Admin fee / account holder | $1,153 | $2,919-60.5% | $2,903-60.3% | $4,296-73.2% |