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 6-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 | $135,491 | $202,318-33.0% | $172,739-21.6% | $152,861-11.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.26% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,008 | $5,856-65.7% | $5,143-61.0% | $4,762-57.8% |
| Participant deferral / active EE | $2,008 | $5,948-66.2% | $5,198-61.4% | $5,850-65.7% |
| Admin fee / account holder | $3,333 | $17,109-80.5% | $13,954-76.1% | $11,596-71.3% |