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 | $37,878 | $183,963-79.4% | $162,163-76.6% | $152,861-75.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.67% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $6,636 | $6,371+4.2% | $5,614+18.2% | $4,762+39.3% |
| Participant deferral / active EE | $1,800 | $8,034-77.6% | $7,298-75.3% | $5,850-69.2% |
| Admin fee / account holder | $21,005 | $13,121+60.1% | $10,843+93.7% | $11,596+81.1% |