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 | $43,766 | $150,440-70.9% | $136,294-67.9% | $147,584-70.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.41% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $6,733 | $5,256+28.1% | $4,695+43.4% | $4,876+38.1% |
| Participant deferral / active EE | $2,010 | $6,630-69.7% | $6,247-67.8% | $5,439-63.0% |
| Admin fee / account holder | $1,653 | $10,905-84.8% | $9,243-82.1% | $10,885-84.8% |