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 | $152,274 | $167,307-9.0% | $143,757+5.9% | $134,475+13.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 963.89% | 0.46%+963.4pp | -0.04%+963.9pp | 417.96%+545.9pp |
| Employer contribution / active EE | $1,587 | $5,619-71.8% | $4,951-67.9% | $4,740-66.5% |
| Participant deferral / active EE | $435 | $6,446-93.3% | $5,637-92.3% | $6,400-93.2% |
| Admin fee / account holder | $483 | $18,088-97.3% | $14,673-96.7% | $11,426-95.8% |