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 | $60,350 | $144,119-58.1% | $117,854-48.8% | $147,584-59.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.86% | 531.15%-517.3pp | 335.08%-321.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,165 | $4,896-76.2% | $3,786-69.2% | $4,876-76.1% |
| Participant deferral / active EE | $1,260 | $5,316-76.3% | $4,482-71.9% | $5,439-76.8% |
| Admin fee / account holder | $609 | $10,886-94.4% | $8,020-92.4% | $10,885-94.4% |