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 | $160,604 | $176,056-8.8% | $159,436+0.7% | $167,490-4.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.82% | 331.75%-317.9pp | 263.57%-249.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $7,125 | $5,297+34.5% | $4,829+47.5% | $4,837+47.3% |
| Participant deferral / active EE | $2,178 | $7,750-71.9% | $7,352-70.4% | $6,341-65.7% |
| Admin fee / account holder | $23,897 | $12,554+90.4% | $10,799+121.3% | $12,309+94.1% |