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 | $11,504 | $109,817-89.5% | $98,442-88.3% | $167,490-93.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 462.16% | 1956.69%-1494.5pp | 1492.73%-1030.6pp | 478.56%-16.4pp |
| Employer contribution / active EE | $757 | $3,224-76.5% | $2,960-74.4% | $4,837-84.4% |
| Participant deferral / active EE | $642 | $4,673-86.3% | $4,276-85.0% | $6,341-89.9% |
| Admin fee / account holder | $964 | $6,753-85.7% | $5,949-83.8% | $12,309-92.2% |