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 5-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 | $111,207 | $171,865-35.3% | $149,718-25.7% | $147,584-24.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.56% | 2113.22%-2099.7pp | 1501.63%-1488.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,330 | $6,275-78.8% | $5,445-75.6% | $4,876-72.7% |
| Participant deferral / active EE | $38 | $7,271-99.5% | $6,569-99.4% | $5,439-99.3% |
| Admin fee / account holder | $8,249 | $13,799-40.2% | $11,283-26.9% | $10,885-24.2% |