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 | $147,478 | $144,119+2.3% | $117,854+25.1% | $147,584-0.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.09% | 531.15%-513.1pp | 335.08%-317.0pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,393 | $4,896-71.6% | $3,786-63.2% | $4,876-71.4% |
| Participant deferral / active EE | $602 | $5,316-88.7% | $4,482-86.6% | $5,439-88.9% |
| Admin fee / account holder | $9,132 | $10,886-16.1% | $8,020+13.9% | $10,885-16.1% |