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 | $60,758 | $171,865-64.6% | $149,718-59.4% | $147,584-58.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.61% | 2113.22%-2099.6pp | 1501.63%-1488.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,125 | $6,275-50.2% | $5,445-42.6% | $4,876-35.9% |
| Participant deferral / active EE | $1,920 | $7,271-73.6% | $6,569-70.8% | $5,439-64.7% |
| Admin fee / account holder | $777 | $13,799-94.4% | $11,283-93.1% | $10,885-92.9% |