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 | $117,859-67.5% | $102,438-62.6% | $145,959-73.8% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.2pp |
| Annual return | 8.90% | 31.72%-22.8pp | 29.37%-20.5pp | 561.95%-553.0pp |
| Employer contribution / active EE | $2,069 | $3,615-42.8% | $3,024-31.6% | $4,661-55.6% |
| Participant deferral / active EE | $541 | $5,732-90.6% | $5,054-89.3% | $6,689-91.9% |
| Admin fee / account holder | $1,718 | $13,318-87.1% | $9,448-81.8% | $13,398-87.2% |