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 | $85,429 | $144,119-40.7% | $117,854-27.5% | $147,584-42.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 10.70% | 531.15%-520.4pp | 335.08%-324.4pp | 578.55%-567.8pp |
| Employer contribution / active EE | $14,992 | $4,896+206.2% | $3,786+296.0% | $4,876+207.4% |
| Participant deferral / active EE | $1,040 | $5,316-80.4% | $4,482-76.8% | $5,439-80.9% |
| Admin fee / account holder | $3,629 | $10,886-66.7% | $8,020-54.8% | $10,885-66.7% |