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 | $14,479 | $85,202-83.0% | $172,739-91.6% | $72,985-80.2% |
| Participation rate | 87.2% | 70.1%+17.2pp | 82.6%+4.6pp | 69.5%+17.7pp |
| Annual return | 20.14% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,277 | $3,324-61.6% | $5,143-75.2% | $2,440-47.7% |
| Participant deferral / active EE | $768 | $3,260-76.4% | $5,198-85.2% | $3,607-78.7% |
| Admin fee / account holder | $507 | $5,884-91.4% | $13,954-96.4% | $5,124-90.1% |