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 | $34,424 | $65,409-47.4% | $98,442-65.0% | $85,850-59.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 26.69% | 21.76%+4.9pp | 1492.73%-1466.0pp | 318.53%-291.8pp |
| Employer contribution / active EE | $1,681 | $2,168-22.4% | $2,960-43.2% | $2,565-34.5% |
| Participant deferral / active EE | $46 | $3,166-98.6% | $4,276-98.9% | $3,952-98.8% |
| Admin fee / account holder | $8,103 | $4,593+76.4% | $5,949+36.2% | $6,260+29.4% |