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 | $63,376 | $100,041-36.7% | $149,718-57.7% | $70,131-9.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.83% | 27.43%-12.6pp | 1501.63%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,859 | $3,662-49.2% | $5,445-65.9% | $2,342-20.6% |
| Participant deferral / active EE | $2,030 | $4,983-59.3% | $6,569-69.1% | $3,332-39.1% |
| Admin fee / account holder | $2,498 | $8,286-69.9% | $11,283-77.9% | $4,645-46.2% |