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 | $47,038 | $183,963-74.4% | $162,163-71.0% | $152,861-69.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.18% | 150.76%-137.6pp | 115.59%-102.4pp | 345.32%-332.1pp |
| Employer contribution / active EE | $10,857 | $6,371+70.4% | $5,614+93.4% | $4,762+128.0% |
| Participant deferral / active EE | $1,763 | $8,034-78.1% | $7,298-75.8% | $5,850-69.9% |
| Admin fee / account holder | $77,764 | $13,121+492.6% | $10,843+617.2% | $11,596+570.6% |