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 | $86,063 | $189,613-54.6% | $167,512-48.6% | $142,382-39.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.85% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $519 | $4,349-88.1% | $3,882-86.6% | $4,299-87.9% |
| Participant deferral / active EE | $1,033 | $6,981-85.2% | $6,405-83.9% | $6,507-84.1% |
| Admin fee / account holder | $11,073 | $10,528+5.2% | $9,769+13.4% | $12,624-12.3% |