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 | $33,092 | $105,998-68.8% | $92,233-64.1% | $147,584-77.6% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 17.46% | 50.05%-32.6pp | 176.28%-158.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $5,798 | $4,333+33.8% | $3,679+57.6% | $4,876+18.9% |
| Participant deferral / active EE | $515 | $4,478-88.5% | $3,897-86.8% | $5,439-90.5% |
| Admin fee / account holder | $3,625 | $6,332-42.8% | $5,194-30.2% | $10,885-66.7% |