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 | $58,228 | $209,832-72.3% | $189,513-69.3% | $167,490-65.2% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 11.49% | 748.27%-736.8pp | 555.15%-543.7pp | 478.56%-467.1pp |
| Employer contribution / active EE | $4,308 | $6,914-37.7% | $6,162-30.1% | $4,837-10.9% |
| Participant deferral / active EE | $3,226 | $8,935-63.9% | $8,221-60.8% | $6,341-49.1% |
| Admin fee / account holder | $800 | $14,293-94.4% | $12,045-93.4% | $12,309-93.5% |