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 | $111,756 | $202,318-44.8% | $172,739-35.3% | $152,861-26.9% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 18.63% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $5,988 | $5,856+2.3% | $5,143+16.4% | $4,762+25.7% |
| Participant deferral / active EE | $498 | $5,948-91.6% | $5,198-90.4% | $5,850-91.5% |
| Admin fee / account holder | $1,883 | $17,109-89.0% | $13,954-86.5% | $11,596-83.8% |