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 | $147,964 | $96,305+53.6% | $80,569+83.6% | $139,434+6.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.57% | 1350.08%-1338.5pp | 935.43%-923.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $822 | $3,262-74.8% | $2,723-69.8% | $4,751-82.7% |
| Participant deferral / active EE | $760 | $5,232-85.5% | $4,447-82.9% | $6,710-88.7% |
| Admin fee / account holder | $3,802 | $6,599-42.4% | $5,377-29.3% | $11,403-66.7% |