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 | $42,956 | $117,983-63.6% | $101,794-57.8% | $142,382-69.8% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.2%+21.3pp | 80.1%+10.4pp |
| Annual return | 13.07% | 36.92%-23.8pp | 30.53%-17.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $673 | $2,773-75.7% | $2,289-70.6% | $4,299-84.4% |
| Participant deferral / active EE | $976 | $4,714-79.3% | $4,084-76.1% | $6,507-85.0% |
| Admin fee / account holder | $2,046 | $10,433-80.4% | $8,777-76.7% | $12,624-83.8% |