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 | $88,397 | $150,440-41.2% | $136,294-35.1% | $147,584-40.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.33% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $15,000 | $5,256+185.4% | $4,695+219.5% | $4,876+207.6% |
| Participant deferral / active EE | $1,833 | $6,630-72.4% | $6,247-70.7% | $5,439-66.3% |
| Admin fee / account holder | $3,591 | $10,905-67.1% | $9,243-61.1% | $10,885-67.0% |