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 9-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 | $100,247 | $109,817-8.7% | $98,442+1.8% | $167,490-40.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.85% | 1956.69%-1924.8pp | 1492.73%-1460.9pp | 478.56%-446.7pp |
| Employer contribution / active EE | $3,392 | $3,224+5.2% | $2,960+14.6% | $4,837-29.9% |
| Participant deferral / active EE | $94 | $4,673-98.0% | $4,276-97.8% | $6,341-98.5% |
| Admin fee / account holder | $2,568 | $6,753-62.0% | $5,949-56.8% | $12,309-79.1% |