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 | $161,187 | $150,440+7.1% | $136,294+18.3% | $147,584+9.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.90% | 1049.08%-1033.2pp | 5155.94%-5140.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,414 | $5,256-73.1% | $4,695-69.9% | $4,876-71.0% |
| Participant deferral / active EE | $773 | $6,630-88.3% | $6,247-87.6% | $5,439-85.8% |
| Admin fee / account holder | $19,345 | $10,905+77.4% | $9,243+109.3% | $10,885+77.7% |