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 | $7,384 | $88,751-91.7% | $81,812-91.0% | $145,922-94.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.98% | 1025.40%-1007.4pp | 773.79%-755.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $673 | $3,083-78.2% | $2,912-76.9% | $4,660-85.5% |
| Participant deferral / active EE | $295 | $4,643-93.6% | $4,319-93.2% | $6,688-95.6% |
| Admin fee / account holder | $367 | $8,415-95.6% | $7,386-95.0% | $13,397-97.3% |