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 | $155,287 | $202,318-23.2% | $172,739-10.1% | $152,861+1.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 23.27% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $3,620 | $5,856-38.2% | $5,143-29.6% | $4,762-24.0% |
| Participant deferral / active EE | $1,151 | $5,948-80.7% | $5,198-77.9% | $5,850-80.3% |
| Admin fee / account holder | $28,428 | $17,109+66.2% | $13,954+103.7% | $11,596+145.1% |