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 | $53,372 | $202,318-73.6% | $172,739-69.1% | $152,861-65.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.50% | 1029.65%-1016.2pp | 802.84%-789.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $4,465 | $5,856-23.8% | $5,143-13.2% | $4,762-6.2% |
| Participant deferral / active EE | $1,150 | $5,948-80.7% | $5,198-77.9% | $5,850-80.3% |
| Admin fee / account holder | $2,648 | $17,109-84.5% | $13,954-81.0% | $11,596-77.2% |