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 | $119,435 | $150,440-20.6% | $136,294-12.4% | $147,584-19.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 33.93% | 1049.08%-1015.2pp | 5155.94%-5122.0pp | 578.55%-544.6pp |
| Employer contribution / active EE | $6,501 | $5,256+23.7% | $4,695+38.5% | $4,876+33.3% |
| Participant deferral / active EE | $214 | $6,630-96.8% | $6,247-96.6% | $5,439-96.1% |
| Admin fee / account holder | $52,282 | $10,905+379.4% | $9,243+465.6% | $10,885+380.3% |