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 | $149,426 | $118,680+25.9% | $98,907+51.1% | $158,922-6.0% |
| Participation rate | 76.9% | 77.8%-0.9pp | 76.0%+0.9pp | 82.0%-5.0pp |
| Annual return | 10.27% | 372.35%-362.1pp | 196.43%-186.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $11,538 | $3,333+246.2% | $2,689+329.1% | $4,761+142.3% |
| Participant deferral / active EE | $955 | $5,088-81.2% | $4,244-77.5% | $5,982-84.0% |
| Admin fee / account holder | $5,686 | $10,131-43.9% | $6,642-14.4% | $11,246-49.4% |