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 | $10,523 | $72,400-85.5% | $67,502-84.4% | $145,922-92.8% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 10.56% | 7182.46%-7171.9pp | 3512.12%-3501.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,145 | $3,069-30.1% | $2,731-21.5% | $4,660-54.0% |
| Participant deferral / active EE | $610 | $4,783-87.3% | $4,000-84.8% | $6,688-90.9% |
| Admin fee / account holder | $3,621 | $5,539-34.6% | $3,998-9.4% | $13,397-73.0% |