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 | $213,095 | $150,440+41.6% | $136,294+56.3% | $147,584+44.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.09% | 1049.08%-1030.0pp | 5155.94%-5136.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,217 | $5,256-76.8% | $4,695-74.1% | $4,876-75.0% |
| Participant deferral / active EE | $2,110 | $6,630-68.2% | $6,247-66.2% | $5,439-61.2% |
| Admin fee / account holder | $1,295 | $10,905-88.1% | $9,243-86.0% | $10,885-88.1% |