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 | $77,109 | $171,865-55.1% | $149,718-48.5% | $147,584-47.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.51% | 2113.22%-2102.7pp | 1501.63%-1491.1pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,250 | $6,275-64.1% | $5,445-58.7% | $4,876-53.9% |
| Participant deferral / active EE | $2,250 | $7,271-69.1% | $6,569-65.7% | $5,439-58.6% |
| Admin fee / account holder | $2,301 | $13,799-83.3% | $11,283-79.6% | $10,885-78.9% |