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 | $159,133 | $183,963-13.5% | $162,163-1.9% | $152,861+4.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.17% | 150.76%-136.6pp | 115.59%-101.4pp | 345.32%-331.1pp |
| Employer contribution / active EE | $18,368 | $6,371+188.3% | $5,614+227.2% | $4,762+285.7% |
| Participant deferral / active EE | $1,782 | $8,034-77.8% | $7,298-75.6% | $5,850-69.5% |
| Admin fee / account holder | $5,542 | $13,121-57.8% | $10,843-48.9% | $11,596-52.2% |