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 | $96,327 | $57,281+68.2% | $86,612+11.2% | $75,163+28.2% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 16.91% | 2670.75%-2653.8pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $11,504 | $2,314+397.1% | $3,022+280.6% | $2,670+330.9% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $28,582 | $4,112+595.1% | $5,614+409.1% | $5,651+405.8% |