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 | $20,312 | $97,757-79.2% | $83,848-75.8% | $135,375-85.0% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | 9.54% | 1287.37%-1277.8pp | 850.88%-841.3pp | 519.73%-510.2pp |
| Employer contribution / active EE | $6,521 | $4,222+54.5% | $3,631+79.6% | $4,779+36.4% |
| Participant deferral / active EE | $953 | $4,682-79.6% | $4,082-76.6% | $5,609-83.0% |
| Admin fee / account holder | $6,734 | $6,674+0.9% | $5,478+22.9% | $10,827-37.8% |