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 | $54,170 | $57,281-5.4% | $86,612-37.5% | $75,163-27.9% |
| Participation rate | 97.5% | 63.2%+34.3pp | 71.7%+25.8pp | 67.2%+30.3pp |
| Annual return | 14.51% | 2670.75%-2656.2pp | 591.07%-576.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,481 | $2,314+93.6% | $3,022+48.3% | $2,670+67.9% |
| Participant deferral / active EE | $563 | $3,318-83.0% | $4,438-87.3% | $4,125-86.4% |
| Admin fee / account holder | $4,964 | $4,112+20.7% | $5,614-11.6% | $5,651-12.2% |