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 | $152,860 | $183,963-16.9% | $162,163-5.7% | $152,8610% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.05% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.3pp |
| Employer contribution / active EE | $9,943 | $6,371+56.1% | $5,614+77.1% | $4,762+108.8% |
| Participant deferral / active EE | $2,826 | $8,034-64.8% | $7,298-61.3% | $5,850-51.7% |
| Admin fee / account holder | $11,217 | $13,121-14.5% | $10,843+3.5% | $11,596-3.3% |