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 | $55,364 | $100,041-44.7% | $149,718-63.0% | $70,131-21.1% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 15.11% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,162 | $3,662-13.6% | $5,445-41.9% | $2,342+35.0% |
| Participant deferral / active EE | $1,977 | $4,983-60.3% | $6,569-69.9% | $3,332-40.7% |
| Admin fee / account holder | $636 | $8,286-92.3% | $11,283-94.4% | $4,645-86.3% |