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 | $34,660 | $189,613-81.7% | $167,512-79.3% | $142,382-75.7% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 17.65% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $755 | $4,349-82.6% | $3,882-80.5% | $4,299-82.4% |
| Participant deferral / active EE | $1,035 | $6,981-85.2% | $6,405-83.8% | $6,507-84.1% |
| Admin fee / account holder | $674 | $10,528-93.6% | $9,769-93.1% | $12,624-94.7% |