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 | $67,751 | $183,963-63.2% | $162,163-58.2% | $152,861-55.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.59% | 150.76%-132.2pp | 115.59%-97.0pp | 345.32%-326.7pp |
| Employer contribution / active EE | $5,416 | $6,371-15.0% | $5,614-3.5% | $4,762+13.7% |
| Participant deferral / active EE | $1,858 | $8,034-76.9% | $7,298-74.5% | $5,850-68.2% |
| Admin fee / account holder | $953 | $13,121-92.7% | $10,843-91.2% | $11,596-91.8% |