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 | $125,617 | $102,604+22.4% | $86,188+45.7% | $139,434-9.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.17% | 1922.51%-1912.3pp | 1168.45%-1158.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $590 | $3,032-80.5% | $2,380-75.2% | $4,751-87.6% |
| Participant deferral / active EE | $738 | $4,676-84.2% | $3,985-81.5% | $6,710-89.0% |
| Admin fee / account holder | $1,134 | $8,657-86.9% | $6,852-83.5% | $11,403-90.1% |