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 | $49,973 | $100,041-50.0% | $149,718-66.6% | $70,131-28.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.82% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $3,500 | $3,662-4.4% | $5,445-35.7% | $2,342+49.4% |
| Participant deferral / active EE | $1,933 | $4,983-61.2% | $6,569-70.6% | $3,332-42.0% |
| Admin fee / account holder | $726 | $8,286-91.2% | $11,283-93.6% | $4,645-84.4% |