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 | $48,116 | $65,561-26.6% | $86,188-44.2% | $75,163-36.0% |
| Participation rate | 86.3% | 60.5%+25.8pp | 69.0%+17.3pp | 67.2%+19.1pp |
| Annual return | 14.78% | 46.05%-31.3pp | 1168.45%-1153.7pp | 160.62%-145.8pp |
| Employer contribution / active EE | $394 | $1,553-74.7% | $2,380-83.5% | $2,670-85.3% |
| Participant deferral / active EE | $1,186 | $3,024-60.8% | $3,985-70.2% | $4,125-71.2% |
| Admin fee / account holder | $1,942 | $5,474-64.5% | $6,852-71.7% | $5,651-65.6% |