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 | $17,189 | $114,047-84.9% | $96,139-82.1% | $167,490-89.7% |
| Participation rate | 93.3% | 75.1%+18.3pp | 68.4%+24.9pp | 82.1%+11.2pp |
| Annual return | 37.78% | 189.88%-152.1pp | 191.94%-154.2pp | 478.56%-440.8pp |
| Employer contribution / active EE | $2,283 | $3,427-33.4% | $2,797-18.4% | $4,837-52.8% |
| Participant deferral / active EE | $569 | $5,194-89.0% | $4,349-86.9% | $6,341-91.0% |
| Admin fee / account holder | $760 | $6,897-89.0% | $5,537-86.3% | $12,309-93.8% |