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 | $12,115 | $102,966-88.2% | $90,281-86.6% | $152,861-92.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 12.95% | 95.16%-82.2pp | 78.10%-65.1pp | 345.32%-332.4pp |
| Employer contribution / active EE | $1,189 | $3,139-62.1% | $2,854-58.3% | $4,762-75.0% |
| Participant deferral / active EE | $350 | $4,281-91.8% | $3,885-91.0% | $5,850-94.0% |
| Admin fee / account holder | $3,263 | $6,171-47.1% | $5,351-39.0% | $11,596-71.9% |