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 | $55,019 | $209,832-73.8% | $189,513-71.0% | $167,490-67.2% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 14.92% | 748.27%-733.4pp | 555.15%-540.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,197 | $6,914-68.2% | $6,162-64.3% | $4,837-54.6% |
| Participant deferral / active EE | $1,562 | $8,935-82.5% | $8,221-81.0% | $6,341-75.4% |
| Admin fee / account holder | $4,922 | $14,293-65.6% | $12,045-59.1% | $12,309-60.0% |