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 | $165,649 | $210,648-21.4% | $177,989-6.9% | $145,922+13.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.76% | 385.86%-371.1pp | 294.48%-279.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,053 | $4,565-76.9% | $3,949-73.3% | $4,660-77.4% |
| Participant deferral / active EE | $1,125 | $6,958-83.8% | $6,276-82.1% | $6,688-83.2% |
| Admin fee / account holder | $16,894 | $12,013+40.6% | $10,363+63.0% | $13,397+26.1% |