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 | $50,603 | $88,751-43.0% | $81,812-38.1% | $145,922-65.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 20.61% | 1025.40%-1004.8pp | 773.79%-753.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $942 | $3,083-69.4% | $2,912-67.6% | $4,660-79.8% |
| Participant deferral / active EE | $190 | $4,643-95.9% | $4,319-95.6% | $6,688-97.2% |
| Admin fee / account holder | $542 | $8,415-93.6% | $7,386-92.7% | $13,397-96.0% |