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 | $106,009 | $183,963-42.4% | $162,163-34.6% | $152,861-30.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.73% | 150.76%-134.0pp | 115.59%-98.9pp | 345.32%-328.6pp |
| Employer contribution / active EE | $3,523 | $6,371-44.7% | $5,614-37.2% | $4,762-26.0% |
| Participant deferral / active EE | $1,720 | $8,034-78.6% | $7,298-76.4% | $5,850-70.6% |
| Admin fee / account holder | $5,366 | $13,121-59.1% | $10,843-50.5% | $11,596-53.7% |