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 | $28,807 | $176,662-83.7% | $130,648-78.0% | $152,861-81.2% |
| Participation rate | 85.7% | 79.0%+6.8pp | 71.7%+14.0pp | 82.4%+3.3pp |
| Annual return | 15.17% | 2692.24%-2677.1pp | 1708.96%-1693.8pp | 345.32%-330.1pp |
| Employer contribution / active EE | $12,895 | $5,742+124.6% | $4,092+215.2% | $4,762+170.8% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $316 | $7,133-95.6% | $5,464-94.2% | $11,596-97.3% |