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 | $64,932 | $171,865-62.2% | $149,718-56.6% | $147,584-56.0% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 374.26% | 2113.22%-1739.0pp | 1501.63%-1127.4pp | 578.55%-204.3pp |
| Employer contribution / active EE | $2,810 | $6,275-55.2% | $5,445-48.4% | $4,876-42.4% |
| Participant deferral / active EE | $2,261 | $7,271-68.9% | $6,569-65.6% | $5,439-58.4% |
| Admin fee / account holder | $854 | $13,799-93.8% | $11,283-92.4% | $10,885-92.2% |