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 | $32,880 | $150,440-78.1% | $136,294-75.9% | $147,584-77.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.69% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,620 | $5,256-69.2% | $4,695-65.5% | $4,876-66.8% |
| Participant deferral / active EE | $1,710 | $6,630-74.2% | $6,247-72.6% | $5,439-68.6% |
| Admin fee / account holder | $39,067 | $10,905+258.2% | $9,243+322.6% | $10,885+258.9% |