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 | $103,865 | $209,832-50.5% | $189,513-45.2% | $167,490-38.0% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 16.53% | 748.27%-731.7pp | 555.15%-538.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,795 | $6,914-74.0% | $6,162-70.9% | $4,837-62.9% |
| Participant deferral / active EE | $2,465 | $8,935-72.4% | $8,221-70.0% | $6,341-61.1% |
| Admin fee / account holder | $27,328 | $14,293+91.2% | $12,045+126.9% | $12,309+122.0% |