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 | $92,819 | $183,963-49.5% | $162,163-42.8% | $152,861-39.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.64% | 150.76%-131.1pp | 115.59%-95.9pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,511 | $6,371-60.6% | $5,614-55.3% | $4,762-47.3% |
| Participant deferral / active EE | $2,511 | $8,034-68.7% | $7,298-65.6% | $5,850-57.1% |
| Admin fee / account holder | $2,513 | $13,121-80.9% | $10,843-76.8% | $11,596-78.3% |