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 | $95,563 | $183,963-48.1% | $162,163-41.1% | $152,861-37.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.21% | 150.76%-128.5pp | 115.59%-93.4pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,789 | $6,371-56.2% | $5,614-50.3% | $4,762-41.4% |
| Participant deferral / active EE | $1,248 | $8,034-84.5% | $7,298-82.9% | $5,850-78.7% |
| Admin fee / account holder | $4,175 | $13,121-68.2% | $10,843-61.5% | $11,596-64.0% |