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 | $47,740 | $100,041-52.3% | $149,718-68.1% | $70,131-31.9% |
| Participation rate | 93.1% | 83.6%+9.5pp | 87.1%+6.0pp | 69.5%+23.6pp |
| Annual return | 16.60% | 27.43%-10.8pp | 1501.63%-1485.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,487 | $3,662-59.4% | $5,445-72.7% | $2,342-36.5% |
| Participant deferral / active EE | $1,874 | $4,983-62.4% | $6,569-71.5% | $3,332-43.7% |
| Admin fee / account holder | $1,298 | $8,286-84.3% | $11,283-88.5% | $4,645-72.1% |