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 | $168,283 | $198,466-15.2% | $170,442-1.3% | $147,584+14.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.61% | 257.29%-234.7pp | 205.93%-183.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,756 | $6,184-55.4% | $5,433-49.3% | $4,876-43.5% |
| Participant deferral / active EE | $1,767 | $5,629-68.6% | $4,939-64.2% | $5,439-67.5% |
| Admin fee / account holder | $1,387 | $16,852-91.8% | $13,880-90.0% | $10,885-87.3% |