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 | $19,450 | $104,907-81.5% | $84,611-77.0% | $152,861-87.3% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 20.68% | 373.79%-353.1pp | 258.74%-238.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $5,212 | $3,302+57.9% | $2,652+96.5% | $4,762+9.4% |
| Participant deferral / active EE | $417 | $4,688-91.1% | $3,899-89.3% | $5,850-92.9% |
| Admin fee / account holder | $2,630 | $6,241-57.9% | $4,912-46.5% | $11,596-77.3% |