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 | $40,005 | $150,440-73.4% | $136,294-70.6% | $147,584-72.9% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 18.87% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,013 | $5,256-80.7% | $4,695-78.4% | $4,876-79.2% |
| Participant deferral / active EE | $2,029 | $6,630-69.4% | $6,247-67.5% | $5,439-62.7% |
| Admin fee / account holder | $514 | $10,905-95.3% | $9,243-94.4% | $10,885-95.3% |