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 | $64,218 | $171,865-62.6% | $149,718-57.1% | $147,584-56.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.02% | 2113.22%-2098.2pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,396 | $6,275-77.8% | $5,445-74.4% | $4,876-71.4% |
| Participant deferral / active EE | $1,701 | $7,271-76.6% | $6,569-74.1% | $5,439-68.7% |
| Admin fee / account holder | $1,154 | $13,799-91.6% | $11,283-89.8% | $10,885-89.4% |