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 | $55,540 | $171,865-67.7% | $149,718-62.9% | $147,584-62.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 16.49% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,039 | $6,275-35.6% | $5,445-25.8% | $4,876-17.2% |
| Participant deferral / active EE | $1,214 | $7,271-83.3% | $6,569-81.5% | $5,439-77.7% |
| Admin fee / account holder | $472 | $13,799-96.6% | $11,283-95.8% | $10,885-95.7% |