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 | $53,465 | $138,065-61.3% | $123,544-56.7% | $135,375-60.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.52% | 153.68%-145.2pp | 119.20%-110.7pp | 519.73%-511.2pp |
| Employer contribution / active EE | $7,602 | $5,151+47.6% | $4,628+64.3% | $4,779+59.1% |
| Participant deferral / active EE | $208 | $6,799-96.9% | $6,426-96.8% | $5,609-96.3% |
| Admin fee / account holder | $2,644 | $10,916-75.8% | $9,284-71.5% | $10,827-75.6% |