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 | $40,380 | $78,705-48.7% | $117,854-65.7% | $70,131-42.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.68% | 23.30%-7.6pp | 335.08%-319.4pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,027 | $2,223-53.8% | $3,786-72.9% | $2,342-56.2% |
| Participant deferral / active EE | $1,343 | $3,297-59.3% | $4,482-70.0% | $3,332-59.7% |
| Admin fee / account holder | $3,996 | $5,065-21.1% | $8,020-50.2% | $4,645-14.0% |