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 | $44,047 | $65,703-33.0% | $94,224-53.3% | $59,632-26.1% |
| Participation rate | 90.6% | 72.1%+18.5pp | 78.8%+11.9pp | 68.7%+22.0pp |
| Annual return | 1.83% | 5.22%-3.4pp | 10.68%-8.8pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $904 | $2,021-55.2% | $3,587-74.8% | $2,203-58.9% |
| Participant deferral / active EE | $1,287 | $3,143-59.0% | $4,320-70.2% | $3,192-59.7% |
| Admin fee / account holder | $4,675 | $4,264+9.6% | $6,269-25.4% | $4,297+8.8% |