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 | $47,754 | $88,672-46.1% | $105,223-54.6% | $82,448-42.1% |
| Participation rate | 95.1% | 67.9%+27.2pp | 75.0%+20.1pp | 68.1%+27.1pp |
| Annual return | 17.63% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,745 | $3,048-42.7% | $3,689-52.7% | $2,551-31.6% |
| Participant deferral / active EE | $601 | $4,036-85.1% | $5,072-88.1% | $4,139-85.5% |
| Admin fee / account holder | $615 | $7,146-91.4% | $8,859-93.1% | $7,234-91.5% |