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 | $75,206 | $150,440-50.0% | $136,294-44.8% | $147,584-49.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.36% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,024 | $5,256-42.5% | $4,695-35.6% | $4,876-38.0% |
| Participant deferral / active EE | $1,248 | $6,630-81.2% | $6,247-80.0% | $5,439-77.0% |
| Admin fee / account holder | $11,051 | $10,905+1.3% | $9,243+19.6% | $10,885+1.5% |