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 | $105,949 | $209,832-49.5% | $189,513-44.1% | $167,490-36.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.75% | 748.27%-733.5pp | 555.15%-540.4pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,956 | $6,914-57.2% | $6,162-52.0% | $4,837-38.9% |
| Participant deferral / active EE | $27 | $8,935-99.7% | $8,221-99.7% | $6,341-99.6% |
| Admin fee / account holder | $1,454 | $14,293-89.8% | $12,045-87.9% | $12,309-88.2% |