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 | $247,233 | $121,625+103.3% | $104,607+136.3% | $158,922+55.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 810.11% | 465.26%+344.9pp | 340.46%+469.6pp | 302.83%+507.3pp |
| Employer contribution / active EE | $1,742 | $3,163-44.9% | $2,681-35.0% | $4,761-63.4% |
| Participant deferral / active EE | $280 | $4,177-93.3% | $3,740-92.5% | $5,982-95.3% |
| Admin fee / account holder | $2,789 | $7,787-64.2% | $6,473-56.9% | $11,246-75.2% |