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 | $42,140 | $100,041-57.9% | $149,718-71.9% | $70,131-39.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.04% | 27.43%-12.4pp | 1501.63%-1486.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,228 | $3,662-66.5% | $5,445-77.4% | $2,342-47.6% |
| Participant deferral / active EE | $1,200 | $4,983-75.9% | $6,569-81.7% | $3,332-64.0% |
| Admin fee / account holder | $702 | $8,286-91.5% | $11,283-93.8% | $4,645-84.9% |