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 | $53,450 | $209,832-74.5% | $189,513-71.8% | $167,490-68.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.60% | 748.27%-737.7pp | 555.15%-544.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,477 | $6,914-64.2% | $6,162-59.8% | $4,837-48.8% |
| Participant deferral / active EE | $2,624 | $8,935-70.6% | $8,221-68.1% | $6,341-58.6% |
| Admin fee / account holder | $33,446 | $14,293+134.0% | $12,045+177.7% | $12,309+171.7% |