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 | $66,913 | $100,041-33.1% | $149,718-55.3% | $70,131-4.6% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.1%+11.3pp | 69.5%+28.8pp |
| Annual return | 42.19% | 27.43%+14.8pp | 1501.63%-1459.4pp | 73.14%-31.0pp |
| Employer contribution / active EE | $1,843 | $3,662-49.7% | $5,445-66.2% | $2,342-21.3% |
| Participant deferral / active EE | $838 | $4,983-83.2% | $6,569-87.2% | $3,332-74.8% |
| Admin fee / account holder | $1,678 | $8,286-79.7% | $11,283-85.1% | $4,645-63.9% |