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 | $45,495 | $183,963-75.3% | $162,163-71.9% | $152,861-70.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.15% | 150.76%-133.6pp | 115.59%-98.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,955 | $6,371-69.3% | $5,614-65.2% | $4,762-58.9% |
| Participant deferral / active EE | $2,444 | $8,034-69.6% | $7,298-66.5% | $5,850-58.2% |
| Admin fee / account holder | $405 | $13,121-96.9% | $10,843-96.3% | $11,596-96.5% |