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 | $84,914 | $144,119-41.1% | $117,854-27.9% | $147,584-42.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.88% | 531.15%-506.3pp | 335.08%-310.2pp | 578.55%-553.7pp |
| Employer contribution / active EE | $36,833 | $4,896+652.2% | $3,786+872.9% | $4,876+655.4% |
| Participant deferral / active EE | $400 | $5,316-92.5% | $4,482-91.1% | $5,439-92.6% |
| Admin fee / account holder | $786 | $10,886-92.8% | $8,020-90.2% | $10,885-92.8% |