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 | $38,192 | $65,703-41.9% | $94,224-59.5% | $59,632-36.0% |
| Participation rate | 78.9% | 72.1%+6.8pp | 78.8%+0.1pp | 68.7%+10.2pp |
| Annual return | -0.71% | 5.22%-5.9pp | 10.68%-11.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $824 | $2,021-59.2% | $3,587-77.0% | $2,203-62.6% |
| Participant deferral / active EE | $1,284 | $3,143-59.1% | $4,320-70.3% | $3,192-59.8% |
| Admin fee / account holder | $3,004 | $4,264-29.6% | $6,269-52.1% | $4,297-30.1% |