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 | $50,733 | $155,788-67.4% | $124,672-59.3% | $167,490-69.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.37% | 17.97%-6.6pp | 5142.93%-5131.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,357 | $4,163-43.4% | $3,324-29.1% | $4,837-51.3% |
| Participant deferral / active EE | $1,316 | $5,673-76.8% | $4,614-71.5% | $6,341-79.2% |
| Admin fee / account holder | $1,448 | $9,531-84.8% | $7,493-80.7% | $12,309-88.2% |