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 | $210,182 | $202,318+3.9% | $172,739+21.7% | $152,861+37.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 100.74% | 1029.65%-928.9pp | 802.84%-702.1pp | 345.32%-244.6pp |
| Employer contribution / active EE | $6,364 | $5,856+8.7% | $5,143+23.7% | $4,762+33.6% |
| Participant deferral / active EE | $357 | $5,948-94.0% | $5,198-93.1% | $5,850-93.9% |
| Admin fee / account holder | $6,032 | $17,109-64.7% | $13,954-56.8% | $11,596-48.0% |