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 | $172,360 | $171,865+0.3% | $149,718+15.1% | $147,584+16.8% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 15.72% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,500 | $6,275-60.2% | $5,445-54.1% | $4,876-48.7% |
| Participant deferral / active EE | $2,355 | $7,271-67.6% | $6,569-64.2% | $5,439-56.7% |
| Admin fee / account holder | $6,907 | $13,799-49.9% | $11,283-38.8% | $10,885-36.5% |