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 | $193,449 | $198,466-2.5% | $170,442+13.5% | $147,584+31.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.35% | 257.29%-247.9pp | 205.93%-196.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $3,223 | $6,184-47.9% | $5,433-40.7% | $4,876-33.9% |
| Participant deferral / active EE | $1,029 | $5,629-81.7% | $4,939-79.2% | $5,439-81.1% |
| Admin fee / account holder | $1,630 | $16,852-90.3% | $13,880-88.3% | $10,885-85.0% |