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 7-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 | $11,495 | $96,635-88.1% | $86,612-86.7% | $139,434-91.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 39.81% | 106.41%-66.6pp | 591.07%-551.3pp | 372.94%-333.1pp |
| Employer contribution / active EE | $540 | $3,263-83.5% | $3,022-82.2% | $4,751-88.6% |
| Participant deferral / active EE | $794 | $4,836-83.6% | $4,438-82.1% | $6,710-88.2% |
| Admin fee / account holder | $1,510 | $6,408-76.4% | $5,614-73.1% | $11,403-86.8% |