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 | $99,119 | $209,832-52.8% | $189,513-47.7% | $167,490-40.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 748.27%-732.1pp | 555.15%-538.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,545 | $6,914-77.6% | $6,162-74.9% | $4,837-68.1% |
| Participant deferral / active EE | $3,211 | $8,935-64.1% | $8,221-60.9% | $6,341-49.4% |
| Admin fee / account holder | $3,464 | $14,293-75.8% | $12,045-71.2% | $12,309-71.9% |