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 7-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 | $91,157 | $96,635-5.7% | $86,612+5.2% | $139,434-34.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.62% | 106.41%-85.8pp | 591.07%-570.4pp | 372.94%-352.3pp |
| Employer contribution / active EE | $30,125 | $3,263+823.2% | $3,022+896.7% | $4,751+534.1% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $11,123 | $6,408+73.6% | $5,614+98.1% | $11,403-2.5% |