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 | $100,539 | $150,440-33.2% | $136,294-26.2% | $147,584-31.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.85% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $5,238 | $5,256-0.3% | $4,695+11.6% | $4,876+7.4% |
| Participant deferral / active EE | $1,502 | $6,630-77.3% | $6,247-76.0% | $5,439-72.4% |
| Admin fee / account holder | $2,288 | $10,905-79.0% | $9,243-75.2% | $10,885-79.0% |