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 | $28,193 | $102,966-72.6% | $90,281-68.8% | $152,861-81.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 18.07% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,230 | $3,139-60.8% | $2,854-56.9% | $4,762-74.2% |
| Participant deferral / active EE | $549 | $4,281-87.2% | $3,885-85.9% | $5,850-90.6% |
| Admin fee / account holder | $350 | $6,171-94.3% | $5,351-93.5% | $11,596-97.0% |