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 | $108,462 | $209,832-48.3% | $189,513-42.8% | $167,490-35.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 239.65% | 748.27%-508.6pp | 555.15%-315.5pp | 478.56%-238.9pp |
| Employer contribution / active EE | $2,221 | $6,914-67.9% | $6,162-64.0% | $4,837-54.1% |
| Participant deferral / active EE | $832 | $8,935-90.7% | $8,221-89.9% | $6,341-86.9% |
| Admin fee / account holder | $316 | $14,293-97.8% | $12,045-97.4% | $12,309-97.4% |