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 | $63,885 | $150,440-57.5% | $136,294-53.1% | $147,584-56.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.95% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,641 | $5,256-68.8% | $4,695-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $1,840 | $6,630-72.3% | $6,247-70.6% | $5,439-66.2% |
| Admin fee / account holder | $18,559 | $10,905+70.2% | $9,243+100.8% | $10,885+70.5% |