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 | $92,742 | $150,440-38.4% | $136,294-32.0% | $147,584-37.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.17% | 1049.08%-1030.9pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $21,875 | $5,256+316.2% | $4,695+365.9% | $4,876+348.6% |
| Participant deferral / active EE | $682 | $6,630-89.7% | $6,247-89.1% | $5,439-87.5% |
| Admin fee / account holder | $516 | $10,905-95.3% | $9,243-94.4% | $10,885-95.3% |