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 | $34,072 | $183,963-81.5% | $162,163-79.0% | $152,861-77.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.32% | 150.76%-128.4pp | 115.59%-93.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,559 | $6,371-75.5% | $5,614-72.2% | $4,762-67.3% |
| Participant deferral / active EE | $779 | $8,034-90.3% | $7,298-89.3% | $5,850-86.7% |
| Admin fee / account holder | $398 | $13,121-97.0% | $10,843-96.3% | $11,596-96.6% |