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 | $29,469 | $65,703-55.1% | $94,224-68.7% | $59,632-50.6% |
| Participation rate | 80.8% | 72.1%+8.6pp | 78.8%+2.0pp | 68.7%+12.1pp |
| Annual return | 1.28% | 5.22%-3.9pp | 10.68%-9.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $700 | $2,021-65.4% | $3,587-80.5% | $2,203-68.2% |
| Participant deferral / active EE | $755 | $3,143-76.0% | $4,320-82.5% | $3,192-76.4% |
| Admin fee / account holder | $553 | $4,264-87.0% | $6,269-91.2% | $4,297-87.1% |