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 8-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 | $12,065 | $189,613-93.6% | $167,512-92.8% | $142,382-91.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.93% | 2024.68%-2012.7pp | 1615.79%-1603.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,741 | $4,349-60.0% | $3,882-55.2% | $4,299-59.5% |
| Participant deferral / active EE | $171 | $6,981-97.5% | $6,405-97.3% | $6,507-97.4% |
| Admin fee / account holder | $1,049 | $10,528-90.0% | $9,769-89.3% | $12,624-91.7% |