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 | $186,956 | $209,411-10.7% | $178,490+4.7% | $158,922+17.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.61% | 188.75%-181.1pp | 151.07%-143.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,724 | $5,706-52.3% | $5,011-45.6% | $4,761-42.8% |
| Participant deferral / active EE | $338 | $5,954-94.3% | $5,202-93.5% | $5,982-94.4% |
| Admin fee / account holder | $2,921 | $17,074-82.9% | $13,984-79.1% | $11,246-74.0% |