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 | $101,210 | $183,963-45.0% | $162,163-37.6% | $152,861-33.8% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 18.77% | 150.76%-132.0pp | 115.59%-96.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,636 | $6,371-42.9% | $5,614-35.2% | $4,762-23.6% |
| Participant deferral / active EE | $1,250 | $8,034-84.4% | $7,298-82.9% | $5,850-78.6% |
| Admin fee / account holder | $16,093 | $13,121+22.6% | $10,843+48.4% | $11,596+38.8% |