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 | $40,506 | $65,561-38.2% | $86,188-53.0% | $75,163-46.1% |
| Participation rate | 88.9% | 60.5%+28.4pp | 69.0%+19.9pp | 67.2%+21.7pp |
| Annual return | 14.13% | 46.05%-31.9pp | 1168.45%-1154.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,406 | $1,553-9.4% | $2,380-40.9% | $2,670-47.3% |
| Participant deferral / active EE | $474 | $3,024-84.3% | $3,985-88.1% | $4,125-88.5% |
| Admin fee / account holder | $1,263 | $5,474-76.9% | $6,852-81.6% | $5,651-77.7% |