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 5-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 | $58,995 | $150,440-60.8% | $136,294-56.7% | $147,584-60.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.85% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,505 | $5,256-71.4% | $4,695-68.0% | $4,876-69.1% |
| Participant deferral / active EE | $906 | $6,630-86.3% | $6,247-85.5% | $5,439-83.3% |
| Admin fee / account holder | $1,182 | $10,905-89.2% | $9,243-87.2% | $10,885-89.1% |