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 | $41,185 | $100,041-58.8% | $149,718-72.5% | $70,131-41.3% |
| Participation rate | 90.2% | 83.6%+6.7pp | 87.1%+3.2pp | 69.5%+20.7pp |
| Annual return | 21.94% | 27.43%-5.5pp | 1501.63%-1479.7pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,860 | $3,662-49.2% | $5,445-65.8% | $2,342-20.6% |
| Participant deferral / active EE | $2,325 | $4,983-53.3% | $6,569-64.6% | $3,332-30.2% |
| Admin fee / account holder | $718 | $8,286-91.3% | $11,283-93.6% | $4,645-84.5% |