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 | $180,474 | $209,832-14.0% | $189,513-4.8% | $167,490+7.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.91% | 748.27%-731.4pp | 555.15%-538.2pp | 478.56%-461.6pp |
| Employer contribution / active EE | $6,098 | $6,914-11.8% | $6,162-1.0% | $4,837+26.1% |
| Participant deferral / active EE | $3,054 | $8,935-65.8% | $8,221-62.9% | $6,341-51.8% |
| Admin fee / account holder | $447 | $14,293-96.9% | $12,045-96.3% | $12,309-96.4% |