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 | $203,585 | $159,901+27.3% | $146,958+38.5% | $145,922+39.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 57.84% | 98.13%-40.3pp | 418.34%-360.5pp | 561.29%-503.4pp |
| Employer contribution / active EE | $10,856 | $5,286+105.4% | $4,933+120.1% | $4,660+133.0% |
| Participant deferral / active EE | $1,917 | $8,428-77.3% | $8,070-76.2% | $6,688-71.3% |
| Admin fee / account holder | $5,074 | $15,044-66.3% | $12,998-61.0% | $13,397-62.1% |