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 | $98,883 | $150,440-34.3% | $136,294-27.4% | $147,584-33.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.84% | 1049.08%-1036.2pp | 5155.94%-5143.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $5,348 | $5,256+1.8% | $4,695+13.9% | $4,876+9.7% |
| Participant deferral / active EE | $1,090 | $6,630-83.6% | $6,247-82.5% | $5,439-80.0% |
| Admin fee / account holder | $2,996 | $10,905-72.5% | $9,243-67.6% | $10,885-72.5% |