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 | $17,516 | $90,348-80.6% | $75,972-76.9% | $145,922-88.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 12.20% | 620.88%-608.7pp | 359.55%-347.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,718 | $3,311-17.9% | $2,685+1.2% | $4,660-41.7% |
| Participant deferral / active EE | $313 | $5,162-93.9% | $4,255-92.7% | $6,688-95.3% |
| Admin fee / account holder | $781 | $8,467-90.8% | $6,467-87.9% | $13,397-94.2% |