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 | $164,938 | $202,318-18.5% | $172,739-4.5% | $152,861+7.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 18.70% | 1029.65%-1011.0pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,359 | $5,856-76.8% | $5,143-73.6% | $4,762-71.5% |
| Participant deferral / active EE | $1,609 | $5,948-73.0% | $5,198-69.1% | $5,850-72.5% |
| Admin fee / account holder | $1,426 | $17,109-91.7% | $13,954-89.8% | $11,596-87.7% |