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 | $191,955 | $159,901+20.0% | $146,958+30.6% | $145,922+31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 113.96% | 98.13%+15.8pp | 418.34%-304.4pp | 561.29%-447.3pp |
| Employer contribution / active EE | $1,269 | $5,286-76.0% | $4,933-74.3% | $4,660-72.8% |
| Participant deferral / active EE | $1,275 | $8,428-84.9% | $8,070-84.2% | $6,688-80.9% |
| Admin fee / account holder | $1,446 | $15,044-90.4% | $12,998-88.9% | $13,397-89.2% |