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 | $42,649 | $150,440-71.7% | $136,294-68.7% | $147,584-71.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5238.13% | 1049.08%+4189.1pp | 5155.94%+82.2pp | 578.55%+4659.6pp |
| Employer contribution / active EE | $1,517 | $5,256-71.1% | $4,695-67.7% | $4,876-68.9% |
| Participant deferral / active EE | $1,517 | $6,630-77.1% | $6,247-75.7% | $5,439-72.1% |
| Admin fee / account holder | $4,427 | $10,905-59.4% | $9,243-52.1% | $10,885-59.3% |