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 | $41,820 | $171,865-75.7% | $149,718-72.1% | $147,584-71.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.25% | 2113.22%-2103.0pp | 1501.63%-1491.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $3,487 | $6,275-44.4% | $5,445-36.0% | $4,876-28.5% |
| Participant deferral / active EE | $2,198 | $7,271-69.8% | $6,569-66.5% | $5,439-59.6% |
| Admin fee / account holder | $10,762 | $13,799-22.0% | $11,283-4.6% | $10,885-1.1% |