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 | $93,775 | $209,832-55.3% | $189,513-50.5% | $167,490-44.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.94% | 748.27%-736.3pp | 555.15%-543.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,548 | $6,914-48.7% | $6,162-42.4% | $4,837-26.7% |
| Participant deferral / active EE | $2,471 | $8,935-72.3% | $8,221-69.9% | $6,341-61.0% |
| Admin fee / account holder | $1,211 | $14,293-91.5% | $12,045-89.9% | $12,309-90.2% |