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 9-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 | $36,187 | $180,449-79.9% | $154,107-76.5% | $135,375-73.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 779.66% | 888.09%-108.4pp | 735.12%+44.5pp | 519.73%+259.9pp |
| Employer contribution / active EE | $3,058 | $6,035-49.3% | $5,298-42.3% | $4,779-36.0% |
| Participant deferral / active EE | $574 | $5,806-90.1% | $5,081-88.7% | $5,609-89.8% |
| Admin fee / account holder | $842 | $16,143-94.8% | $13,411-93.7% | $10,827-92.2% |