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 | $212,855 | $159,901+33.1% | $146,958+44.8% | $145,922+45.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.02% | 98.13%-78.1pp | 418.34%-398.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,016 | $5,286-43.0% | $4,933-38.9% | $4,660-35.3% |
| Participant deferral / active EE | $1,370 | $8,428-83.7% | $8,070-83.0% | $6,688-79.5% |
| Admin fee / account holder | $1,566 | $15,044-89.6% | $12,998-87.9% | $13,397-88.3% |