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 | $67,301 | $183,963-63.4% | $162,163-58.5% | $152,861-56.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.99% | 150.76%-130.8pp | 115.59%-95.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,904 | $6,371-70.1% | $5,614-66.1% | $4,762-60.0% |
| Participant deferral / active EE | $2,162 | $8,034-73.1% | $7,298-70.4% | $5,850-63.0% |
| Admin fee / account holder | $1,747 | $13,121-86.7% | $10,843-83.9% | $11,596-84.9% |