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 | $51,169 | $100,041-48.9% | $149,718-65.8% | $70,131-27.0% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 13.37% | 27.43%-14.1pp | 1501.63%-1488.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,076 | $3,662-43.3% | $5,445-61.9% | $2,342-11.4% |
| Participant deferral / active EE | $1,723 | $4,983-65.4% | $6,569-73.8% | $3,332-48.3% |
| Admin fee / account holder | $1,303 | $8,286-84.3% | $11,283-88.5% | $4,645-71.9% |