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 | $47,400 | $183,963-74.2% | $162,163-70.8% | $152,861-69.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.71% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,985 | $6,371-68.8% | $5,614-64.6% | $4,762-58.3% |
| Participant deferral / active EE | $2,642 | $8,034-67.1% | $7,298-63.8% | $5,850-54.8% |
| Admin fee / account holder | $1,732 | $13,121-86.8% | $10,843-84.0% | $11,596-85.1% |