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 | $12,561 | $70,756-82.2% | $65,493-80.8% | $142,382-91.2% |
| Participation rate | 93.8% | 77.4%+16.4pp | 73.1%+20.7pp | 80.1%+13.6pp |
| Annual return | 14.64% | 1754.89%-1740.3pp | 982.45%-967.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,066 | $2,881+6.5% | $2,574+19.1% | $4,299-28.7% |
| Participant deferral / active EE | $713 | $4,637-84.6% | $3,961-82.0% | $6,507-89.0% |
| Admin fee / account holder | $2,098 | $6,559-68.0% | $5,028-58.3% | $12,624-83.4% |