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 4-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 | $13,944 | $57,281-75.7% | $86,612-83.9% | $75,163-81.4% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 17.43% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,847 | $2,314-20.2% | $3,022-38.9% | $2,670-30.8% |
| Participant deferral / active EE | $471 | $3,318-85.8% | $4,438-89.4% | $4,125-88.6% |
| Admin fee / account holder | $819 | $4,112-80.1% | $5,614-85.4% | $5,651-85.5% |