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 | $10,042 | $76,738-86.9% | $56,411-82.2% | $145,922-93.1% |
| Participation rate | 92.3% | 63.2%+29.1pp | 52.5%+39.8pp | 80.3%+12.0pp |
| Annual return | 11.83% | 2994.23%-2982.4pp | 1701.33%-1689.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $124 | $1,380-91.0% | $1,039-88.1% | $4,660-97.3% |
| Participant deferral / active EE | $17 | $2,623-99.3% | $1,952-99.1% | $6,688-99.7% |
| Admin fee / account holder | $3,335 | $3,3340% | $2,829+17.9% | $13,397-75.1% |