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 | $237,005 | $202,318+17.1% | $172,739+37.2% | $152,861+55.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.60% | 1029.65%-1015.0pp | 802.84%-788.2pp | 345.32%-330.7pp |
| Employer contribution / active EE | $8,091 | $5,856+38.2% | $5,143+57.3% | $4,762+69.9% |
| Participant deferral / active EE | $2,082 | $5,948-65.0% | $5,198-59.9% | $5,850-64.4% |
| Admin fee / account holder | $315 | $17,109-98.2% | $13,954-97.7% | $11,596-97.3% |