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 | $112,481 | $209,832-46.4% | $189,513-40.6% | $167,490-32.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.84% | 748.27%-715.4pp | 555.15%-522.3pp | 478.56%-445.7pp |
| Employer contribution / active EE | $8,786 | $6,914+27.1% | $6,162+42.6% | $4,837+81.6% |
| Participant deferral / active EE | $1,661 | $8,935-81.4% | $8,221-79.8% | $6,341-73.8% |
| Admin fee / account holder | $672 | $14,293-95.3% | $12,045-94.4% | $12,309-94.5% |