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 | $17,854 | $72,400-75.3% | $67,502-73.6% | $145,922-87.8% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 17.68% | 7182.46%-7164.8pp | 3512.12%-3494.4pp | 561.29%-543.6pp |
| Employer contribution / active EE | $809 | $3,069-73.7% | $2,731-70.4% | $4,660-82.6% |
| Participant deferral / active EE | $500 | $4,783-89.5% | $4,000-87.5% | $6,688-92.5% |
| Admin fee / account holder | $2,074 | $5,539-62.5% | $3,998-48.1% | $13,397-84.5% |