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 | $10,072 | $100,852-90.0% | $90,404-88.9% | $158,922-93.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.80% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $576 | $3,689-84.4% | $3,262-82.3% | $4,761-87.9% |
| Participant deferral / active EE | $617 | $4,348-85.8% | $3,963-84.4% | $5,982-89.7% |
| Admin fee / account holder | $1,121 | $6,501-82.8% | $5,611-80.0% | $11,246-90.0% |