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 | $50,788 | $202,318-74.9% | $172,739-70.6% | $152,861-66.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.52% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,386 | $5,856-59.3% | $5,143-53.6% | $4,762-49.9% |
| Participant deferral / active EE | $325 | $5,948-94.5% | $5,198-93.7% | $5,850-94.4% |
| Admin fee / account holder | $1,194 | $17,109-93.0% | $13,954-91.4% | $11,596-89.7% |