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 | $132,874 | $202,318-34.3% | $172,739-23.1% | $152,861-13.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 46.74% | 1029.65%-982.9pp | 802.84%-756.1pp | 345.32%-298.6pp |
| Employer contribution / active EE | $20,410 | $5,856+248.5% | $5,143+296.9% | $4,762+328.6% |
| Participant deferral / active EE | $2,067 | $5,948-65.3% | $5,198-60.2% | $5,850-64.7% |
| Admin fee / account holder | $599 | $17,109-96.5% | $13,954-95.7% | $11,596-94.8% |