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 | $40,264 | $70,667-43.0% | $123,104-67.3% | $52,331-23.1% |
| Participation rate | 90.4% | 83.7%+6.7pp | 86.8%+3.7pp | 68.1%+22.3pp |
| Annual return | 167.39% | 6.23%+161.2pp | 13.22%+154.2pp | 4.54%+162.8pp |
| Employer contribution / active EE | $1,237 | $2,946-58.0% | $5,151-76.0% | $1,882-34.3% |
| Participant deferral / active EE | $1,862 | $4,493-58.6% | $6,230-70.1% | $3,022-38.4% |
| Admin fee / account holder | $3,974 | $506+684.5% | $9,015-55.9% | $592+571.7% |