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 | $40,353 | $65,703-38.6% | $94,224-57.2% | $59,632-32.3% |
| Participation rate | 81.6% | 72.1%+9.5pp | 78.8%+2.8pp | 68.7%+12.9pp |
| Annual return | 17.18% | 5.22%+12.0pp | 10.68%+6.5pp | 2041.28%-2024.1pp |
| Employer contribution / active EE | $4,105 | $2,021+103.2% | $3,587+14.5% | $2,203+86.4% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $333 | $4,264-92.2% | $6,269-94.7% | $4,297-92.2% |