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 | $201,900 | $217,402-7.1% | $185,823+8.7% | $167,490+20.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.43% | 148.36%-126.9pp | 122.05%-100.6pp | 478.56%-457.1pp |
| Employer contribution / active EE | $9,055 | $5,873+54.2% | $5,167+75.2% | $4,837+87.2% |
| Participant deferral / active EE | $2,268 | $6,356-64.3% | $5,568-59.3% | $6,341-64.2% |
| Admin fee / account holder | $546 | $19,811-97.2% | $16,237-96.6% | $12,309-95.6% |