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 | $88,710-91.7% | $81,783-91.0% | $145,959-94.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.98% | 1027.26%-1009.3pp | 775.05%-757.1pp | 561.95%-544.0pp |
| Employer contribution / active EE | $673 | $3,083-78.2% | $2,913-76.9% | $4,661-85.6% |
| Participant deferral / active EE | $295 | $4,645-93.6% | $4,320-93.2% | $6,689-95.6% |
| Admin fee / account holder | $367 | $8,407-95.6% | $7,380-95.0% | $13,398-97.3% |