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 | $124,352 | $160,055-22.3% | $140,016-11.2% | $135,375-8.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.32% | 911.38%-909.1pp | 651.12%-648.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $4,286 | $6,420-33.2% | $5,606-23.5% | $4,779-10.3% |
| Participant deferral / active EE | $1,054 | $7,642-86.2% | $6,927-84.8% | $5,609-81.2% |
| Admin fee / account holder | $17,899 | $13,328+34.3% | $10,705+67.2% | $10,827+65.3% |