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 8-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 | $39,248 | $202,318-80.6% | $172,739-77.3% | $152,861-74.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4219.75% | 1029.65%+3190.1pp | 802.84%+3416.9pp | 345.32%+3874.4pp |
| Employer contribution / active EE | $2,711 | $5,856-53.7% | $5,143-47.3% | $4,762-43.1% |
| Participant deferral / active EE | $492 | $5,948-91.7% | $5,198-90.5% | $5,850-91.6% |
| Admin fee / account holder | $2,647 | $17,109-84.5% | $13,954-81.0% | $11,596-77.2% |