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 | $48,073 | $132,634-63.8% | $115,768-58.5% | $137,256-65.0% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 14.30% | 160.70%-146.4pp | 100.46%-86.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,371 | $3,360-59.2% | $2,940-53.4% | $4,156-67.0% |
| Participant deferral / active EE | $1,553 | $5,619-72.4% | $4,917-68.4% | $6,407-75.8% |
| Admin fee / account holder | $424 | $15,028-97.2% | $12,439-96.6% | $12,270-96.5% |