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 | $94,282 | $165,984-43.2% | $164,813-42.8% | $145,922-35.4% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+15.0pp |
| Annual return | 9.55% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.7pp |
| Employer contribution / active EE | $10,025 | $5,273+90.1% | $4,341+130.9% | $4,660+115.1% |
| Participant deferral / active EE | $1,290 | $6,959-81.5% | $6,031-78.6% | $6,688-80.7% |
| Admin fee / account holder | $1,417 | $16,648-91.5% | $12,690-88.8% | $13,397-89.4% |