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 | $41,838 | $105,998-60.5% | $92,233-54.6% | $147,584-71.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 19.34% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $6,874 | $4,333+58.6% | $3,679+86.8% | $4,876+41.0% |
| Participant deferral / active EE | $528 | $4,478-88.2% | $3,897-86.5% | $5,439-90.3% |
| Admin fee / account holder | $2,559 | $6,332-59.6% | $5,194-50.7% | $10,885-76.5% |