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 | $111,882 | $202,318-44.7% | $172,739-35.2% | $152,861-26.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.59% | 1029.65%-1010.1pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,137 | $5,856-46.4% | $5,143-39.0% | $4,762-34.1% |
| Participant deferral / active EE | $234 | $5,948-96.1% | $5,198-95.5% | $5,850-96.0% |
| Admin fee / account holder | $1,089 | $17,109-93.6% | $13,954-92.2% | $11,596-90.6% |