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 4-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 | $138,155 | $75,923+82.0% | $102,423+34.9% | - |
| Participation rate | 100.0% | 71.4%+28.6pp | 76.5%+23.5pp | - |
| Annual return | 182.43% | 15.12%+167.3pp | 29.32%+153.1pp | - |
| Employer contribution / active EE | $14,388 | $2,206+552.1% | $3,023+375.9% | - |
| Participant deferral / active EE | $0 | $4,258-100.0% | $5,053-100.0% | - |
| Admin fee / account holder | $3,846 | $11,449-66.4% | $9,451-59.3% | - |