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 | $41,899 | $93,571-55.2% | $135,903-69.2% | $75,163-44.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 46.64% | 30.90%+15.7pp | 68.23%-21.6pp | 160.62%-114.0pp |
| Employer contribution / active EE | $2,497 | $3,537-29.4% | $4,856-48.6% | $2,670-6.5% |
| Participant deferral / active EE | $2,414 | $6,404-62.3% | $7,758-68.9% | $4,125-41.5% |
| Admin fee / account holder | $10,498 | $6,975+50.5% | $10,762-2.5% | $5,651+85.8% |