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 | $212,252 | $209,411+1.4% | $178,490+18.9% | $158,922+33.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.19% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,987 | $5,706-65.2% | $5,011-60.3% | $4,761-58.3% |
| Participant deferral / active EE | $1,651 | $5,954-72.3% | $5,202-68.3% | $5,982-72.4% |
| Admin fee / account holder | $1,535 | $17,074-91.0% | $13,984-89.0% | $11,246-86.3% |