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 | $91,122 | $150,440-39.4% | $136,294-33.1% | $147,584-38.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.52% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,691 | $5,256-67.8% | $4,695-64.0% | $4,876-65.3% |
| Participant deferral / active EE | $1,723 | $6,630-74.0% | $6,247-72.4% | $5,439-68.3% |
| Admin fee / account holder | $2,759 | $10,905-74.7% | $9,243-70.2% | $10,885-74.7% |