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 | $38,271 | $117,841-67.5% | $102,423-62.6% | $145,922-73.8% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 8.90% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,069 | $3,615-42.8% | $3,023-31.6% | $4,660-55.6% |
| Participant deferral / active EE | $541 | $5,731-90.6% | $5,053-89.3% | $6,688-91.9% |
| Admin fee / account holder | $1,718 | $13,326-87.1% | $9,451-81.8% | $13,397-87.2% |