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 | $48,077 | $94,529-49.1% | $140,016-65.7% | $64,186-25.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 42.24% | 7.77%+34.5pp | 651.12%-608.9pp | 7.63%+34.6pp |
| Employer contribution / active EE | $2,551 | $3,812-33.1% | $5,606-54.5% | $2,381+7.1% |
| Participant deferral / active EE | $1,744 | $5,250-66.8% | $6,927-74.8% | $3,470-49.7% |
| Admin fee / account holder | $4,325 | $6,741-35.8% | $10,705-59.6% | $4,888-11.5% |