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 | $53,575 | $72,400-26.0% | $67,502-20.6% | $145,922-63.3% |
| Participation rate | 94.7% | 76.9%+17.9pp | 72.9%+21.9pp | 80.3%+14.5pp |
| Annual return | 10.32% | 7182.46%-7172.1pp | 3512.12%-3501.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,423 | $3,069+44.1% | $2,731+62.0% | $4,660-5.1% |
| Participant deferral / active EE | $95 | $4,783-98.0% | $4,000-97.6% | $6,688-98.6% |
| Admin fee / account holder | $21,956 | $5,539+296.4% | $3,998+449.2% | $13,397+63.9% |