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 | $73,811 | $65,365+12.9% | $92,893-20.5% | $72,985+1.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 179.20% | 42.10%+137.1pp | 109.41%+69.8pp | 81.00%+98.2pp |
| Employer contribution / active EE | $14,587 | $2,594+462.3% | $3,653+299.4% | $2,440+497.9% |
| Participant deferral / active EE | $448 | $3,128-85.7% | $4,236-89.4% | $3,607-87.6% |
| Admin fee / account holder | $509 | $4,251-88.0% | $5,794-91.2% | $5,124-90.1% |