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 | $60,242 | $150,440-60.0% | $136,294-55.8% | $147,584-59.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 15.49% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,091 | $5,256-79.2% | $4,695-76.8% | $4,876-77.6% |
| Participant deferral / active EE | $1,919 | $6,630-71.1% | $6,247-69.3% | $5,439-64.7% |
| Admin fee / account holder | $421 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |