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 | $32,188 | $150,440-78.6% | $136,294-76.4% | $147,584-78.2% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 26.10% | 1049.08%-1023.0pp | 5155.94%-5129.8pp | 578.55%-552.5pp |
| Employer contribution / active EE | $7,739 | $5,256+47.2% | $4,695+64.8% | $4,876+58.7% |
| Participant deferral / active EE | $878 | $6,630-86.8% | $6,247-85.9% | $5,439-83.9% |
| Admin fee / account holder | $2,419 | $10,905-77.8% | $9,243-73.8% | $10,885-77.8% |