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 | $61,225 | $209,832-70.8% | $189,513-67.7% | $167,490-63.4% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 20.32% | 748.27%-727.9pp | 555.15%-534.8pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,766 | $6,914-74.5% | $6,162-71.3% | $4,837-63.5% |
| Participant deferral / active EE | $1,766 | $8,935-80.2% | $8,221-78.5% | $6,341-72.2% |
| Admin fee / account holder | $583 | $14,293-95.9% | $12,045-95.2% | $12,309-95.3% |