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 | $208,136 | $171,865+21.1% | $149,718+39.0% | $147,584+41.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.09% | 2113.22%-2098.1pp | 1501.63%-1486.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $6,250 | $6,275-0.4% | $5,445+14.8% | $4,876+28.2% |
| Participant deferral / active EE | $2,388 | $7,271-67.2% | $6,569-63.7% | $5,439-56.1% |
| Admin fee / account holder | $1,998 | $13,799-85.5% | $11,283-82.3% | $10,885-81.6% |