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 | $48,815 | $70,756-31.0% | $65,493-25.5% | $142,382-65.7% |
| Participation rate | 95.0% | 77.4%+17.6pp | 73.1%+21.9pp | 80.1%+14.9pp |
| Annual return | 13.06% | 1754.89%-1741.8pp | 982.45%-969.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,241 | $2,881+47.2% | $2,574+64.7% | $4,299-1.4% |
| Participant deferral / active EE | $90 | $4,637-98.1% | $3,961-97.7% | $6,507-98.6% |
| Admin fee / account holder | $12,573 | $6,559+91.7% | $5,028+150.1% | $12,624-0.4% |