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 | $34,245 | $189,613-81.9% | $167,512-79.6% | $142,382-75.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.64% | 2024.68%-2010.0pp | 1615.79%-1601.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,286 | $4,349-24.5% | $3,882-15.4% | $4,299-23.6% |
| Participant deferral / active EE | $840 | $6,981-88.0% | $6,405-86.9% | $6,507-87.1% |
| Admin fee / account holder | $8,010 | $10,528-23.9% | $9,769-18.0% | $12,624-36.5% |