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 | $220,629 | $160,055+37.8% | $140,016+57.6% | $135,375+63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 13.02% | 911.38%-898.4pp | 651.12%-638.1pp | 519.73%-506.7pp |
| Employer contribution / active EE | $6,500 | $6,420+1.2% | $5,606+16.0% | $4,779+36.0% |
| Participant deferral / active EE | $2,401 | $7,642-68.6% | $6,927-65.3% | $5,609-57.2% |
| Admin fee / account holder | $33,613 | $13,328+152.2% | $10,705+214.0% | $10,827+210.5% |