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 | $104,993 | $183,963-42.9% | $162,163-35.3% | $152,861-31.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.03% | 150.76%-133.7pp | 115.59%-98.6pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,901 | $6,371-38.8% | $5,614-30.5% | $4,762-18.1% |
| Participant deferral / active EE | $2,629 | $8,034-67.3% | $7,298-64.0% | $5,850-55.1% |
| Admin fee / account holder | $7,280 | $13,121-44.5% | $10,843-32.9% | $11,596-37.2% |