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 | $127,942 | $183,963-30.5% | $162,163-21.1% | $152,861-16.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.55% | 150.76%-135.2pp | 115.59%-100.0pp | 345.32%-329.8pp |
| Employer contribution / active EE | $3,494 | $6,371-45.1% | $5,614-37.8% | $4,762-26.6% |
| Participant deferral / active EE | $2,785 | $8,034-65.3% | $7,298-61.8% | $5,850-52.4% |
| Admin fee / account holder | $1,108 | $13,121-91.6% | $10,843-89.8% | $11,596-90.4% |