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 | $238,846 | $209,411+14.1% | $178,490+33.8% | $158,922+50.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.09% | 188.75%-163.7pp | 151.07%-126.0pp | 302.83%-277.7pp |
| Employer contribution / active EE | $6,484 | $5,706+13.6% | $5,011+29.4% | $4,761+36.2% |
| Participant deferral / active EE | $1,876 | $5,954-68.5% | $5,202-63.9% | $5,982-68.6% |
| Admin fee / account holder | $24,071 | $17,074+41.0% | $13,984+72.1% | $11,246+114.0% |