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 | $238,476 | $127,100+87.6% | $105,738+125.5% | $135,375+76.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 39.06% | 4.49%+34.6pp | 6.27%+32.8pp | 519.73%-480.7pp |
| Employer contribution / active EE | $2,015 | $4,107-50.9% | $3,268-38.3% | $4,779-57.8% |
| Participant deferral / active EE | $8 | $5,064-99.8% | $4,080-99.8% | $5,609-99.9% |
| Admin fee / account holder | $7,428 | $9,087-18.3% | $6,913+7.4% | $10,827-31.4% |