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 | $107,090 | $150,440-28.8% | $136,294-21.4% | $147,584-27.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.49% | 1049.08%-1038.6pp | 5155.94%-5145.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $4,400 | $5,256-16.3% | $4,695-6.3% | $4,876-9.8% |
| Participant deferral / active EE | $1,860 | $6,630-72.0% | $6,247-70.2% | $5,439-65.8% |
| Admin fee / account holder | $2,870 | $10,905-73.7% | $9,243-69.0% | $10,885-73.6% |