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 | $172,485 | $138,044+24.9% | $125,339+37.6% | $134,475+28.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.25% | 750.33%-756.6pp | 572.05%-578.3pp | 417.96%-424.2pp |
| Employer contribution / active EE | $3,252 | $5,243-38.0% | $4,814-32.5% | $4,740-31.4% |
| Participant deferral / active EE | $1,556 | $7,799-80.1% | $7,446-79.1% | $6,400-75.7% |
| Admin fee / account holder | $2,025 | $11,571-82.5% | $10,010-79.8% | $11,426-82.3% |