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 | $248,626 | $102,604+142.3% | $86,188+188.5% | $139,434+78.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 26.82% | 1922.51%-1895.7pp | 1168.45%-1141.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $2,918 | $3,032-3.8% | $2,380+22.6% | $4,751-38.6% |
| Participant deferral / active EE | $1,040 | $4,676-77.8% | $3,985-73.9% | $6,710-84.5% |
| Admin fee / account holder | $19,919 | $8,657+130.1% | $6,852+190.7% | $11,403+74.7% |