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 | $53,394 | $209,832-74.6% | $189,513-71.8% | $167,490-68.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.22% | 748.27%-732.0pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $6,017 | $6,914-13.0% | $6,162-2.3% | $4,837+24.4% |
| Participant deferral / active EE | $1,748 | $8,935-80.4% | $8,221-78.7% | $6,341-72.4% |
| Admin fee / account holder | $7,834 | $14,293-45.2% | $12,045-35.0% | $12,309-36.4% |