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 | $177,255 | $183,963-3.6% | $162,163+9.3% | $152,861+16.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.52% | 150.76%-131.2pp | 115.59%-96.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $5,333 | $6,371-16.3% | $5,614-5.0% | $4,762+12.0% |
| Participant deferral / active EE | $1,208 | $8,034-85.0% | $7,298-83.4% | $5,850-79.4% |
| Admin fee / account holder | $595 | $13,121-95.5% | $10,843-94.5% | $11,596-94.9% |