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 | $63,022 | $183,963-65.7% | $162,163-61.1% | $152,861-58.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.17% | 150.76%-136.6pp | 115.59%-101.4pp | 345.32%-331.1pp |
| Employer contribution / active EE | $2,724 | $6,371-57.2% | $5,614-51.5% | $4,762-42.8% |
| Participant deferral / active EE | $2,210 | $8,034-72.5% | $7,298-69.7% | $5,850-62.2% |
| Admin fee / account holder | $27,663 | $13,121+110.8% | $10,843+155.1% | $11,596+138.5% |