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 | $33,029 | $65,561-49.6% | $86,188-61.7% | $75,163-56.1% |
| Participation rate | 72.4% | 60.5%+11.9pp | 69.0%+3.5pp | 67.2%+5.2pp |
| Annual return | 13.38% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,018 | $1,553-34.4% | $2,380-57.2% | $2,670-61.9% |
| Participant deferral / active EE | $966 | $3,024-68.0% | $3,985-75.8% | $4,125-76.6% |
| Admin fee / account holder | $321 | $5,474-94.1% | $6,852-95.3% | $5,651-94.3% |