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 | $149,408 | $183,963-18.8% | $162,163-7.9% | $152,861-2.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.87% | 150.76%-123.9pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $4,447 | $6,371-30.2% | $5,614-20.8% | $4,762-6.6% |
| Participant deferral / active EE | $2,783 | $8,034-65.4% | $7,298-61.9% | $5,850-52.4% |
| Admin fee / account holder | $901 | $13,121-93.1% | $10,843-91.7% | $11,596-92.2% |