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 7-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 | $177,083 | $209,411-15.4% | $178,490-0.8% | $158,922+11.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 64.67% | 188.75%-124.1pp | 151.07%-86.4pp | 302.83%-238.2pp |
| Employer contribution / active EE | $1,212 | $5,706-78.8% | $5,011-75.8% | $4,761-74.6% |
| Participant deferral / active EE | $622 | $5,954-89.6% | $5,202-88.0% | $5,982-89.6% |
| Admin fee / account holder | $2,646 | $17,074-84.5% | $13,984-81.1% | $11,246-76.5% |