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 | $60,641 | $227,553-73.4% | $189,557-68.0% | $167,490-63.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 274.88% | 78.40%+196.5pp | 64.17%+210.7pp | 478.56%-203.7pp |
| Employer contribution / active EE | $1,209 | $5,316-77.3% | $4,412-72.6% | $4,837-75.0% |
| Participant deferral / active EE | $571 | $7,002-91.8% | $6,174-90.8% | $6,341-91.0% |
| Admin fee / account holder | $3,625 | $11,878-69.5% | $9,807-63.0% | $12,309-70.5% |