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 | $10,603 | $70,756-85.0% | $65,493-83.8% | $142,382-92.6% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 11.27% | 1754.89%-1743.6pp | 982.45%-971.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $587 | $2,881-79.6% | $2,574-77.2% | $4,299-86.3% |
| Participant deferral / active EE | $614 | $4,637-86.8% | $3,961-84.5% | $6,507-90.6% |
| Admin fee / account holder | $1,222 | $6,559-81.4% | $5,028-75.7% | $12,624-90.3% |