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 | $50,695 | $90,348-43.9% | $75,972-33.3% | $145,922-65.3% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 9.07% | 620.88%-611.8pp | 359.55%-350.5pp | 561.29%-552.2pp |
| Employer contribution / active EE | $6,597 | $3,311+99.2% | $2,685+145.7% | $4,660+41.6% |
| Participant deferral / active EE | $644 | $5,162-87.5% | $4,255-84.9% | $6,688-90.4% |
| Admin fee / account holder | $1,292 | $8,467-84.7% | $6,467-80.0% | $13,397-90.4% |