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 | $160,900 | $209,411-23.2% | $178,490-9.9% | $158,922+1.2% |
| Participation rate | 82.6% | 86.3%-3.7pp | 81.9%+0.7pp | 82.0%+0.7pp |
| Annual return | 8.72% | 188.75%-180.0pp | 151.07%-142.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $4,302 | $5,706-24.6% | $5,011-14.1% | $4,761-9.6% |
| Participant deferral / active EE | $1,233 | $5,954-79.3% | $5,202-76.3% | $5,982-79.4% |
| Admin fee / account holder | $908 | $17,074-94.7% | $13,984-93.5% | $11,246-91.9% |