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 | $33,808 | $198,466-83.0% | $170,442-80.2% | $147,584-77.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.89% | 257.29%-245.4pp | 205.93%-194.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,714 | $6,184-56.1% | $5,433-50.0% | $4,876-44.3% |
| Participant deferral / active EE | $1,225 | $5,629-78.2% | $4,939-75.2% | $5,439-77.5% |
| Admin fee / account holder | $11,259 | $16,852-33.2% | $13,880-18.9% | $10,885+3.4% |