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 | $19,306 | $85,202-77.3% | $172,739-88.8% | $72,985-73.5% |
| Participation rate | 70.7% | 70.1%+0.6pp | 82.6%-12.0pp | 69.5%+1.2pp |
| Annual return | 17.97% | 27.32%-9.4pp | 802.84%-784.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,142 | $3,324-65.6% | $5,143-77.8% | $2,440-53.2% |
| Participant deferral / active EE | $856 | $3,260-73.7% | $5,198-83.5% | $3,607-76.3% |
| Admin fee / account holder | $2,611 | $5,884-55.6% | $13,954-81.3% | $5,124-49.1% |