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 | $168,404 | $198,466-15.1% | $170,442-1.2% | $147,584+14.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.75% | 257.29%-235.5pp | 205.93%-184.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,413 | $6,184-77.1% | $5,433-74.0% | $4,876-71.0% |
| Participant deferral / active EE | $281 | $5,629-95.0% | $4,939-94.3% | $5,439-94.8% |
| Admin fee / account holder | $326 | $16,852-98.1% | $13,880-97.7% | $10,885-97.0% |