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 | $36,025 | $160,055-77.5% | $140,016-74.3% | $135,375-73.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | 15.15% | 911.38%-896.2pp | 651.12%-636.0pp | 519.73%-504.6pp |
| Employer contribution / active EE | $1,808 | $6,420-71.8% | $5,606-67.8% | $4,779-62.2% |
| Participant deferral / active EE | $772 | $7,642-89.9% | $6,927-88.9% | $5,609-86.2% |
| Admin fee / account holder | $2,447 | $13,328-81.6% | $10,705-77.1% | $10,827-77.4% |