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 | $123,177 | $135,635-9.2% | $110,238+11.7% | $135,375-9.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.87% | 513.19%-510.3pp | 314.74%-311.9pp | 519.73%-516.9pp |
| Employer contribution / active EE | $8,333 | $4,906+69.8% | $3,826+117.8% | $4,779+74.4% |
| Participant deferral / active EE | $600 | $5,506-89.1% | $4,672-87.2% | $5,609-89.3% |
| Admin fee / account holder | $1,307 | $11,457-88.6% | $8,547-84.7% | $10,827-87.9% |