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 | $64,308 | $150,440-57.3% | $136,294-52.8% | $147,584-56.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.71% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,692 | $5,256-48.8% | $4,695-42.7% | $4,876-44.8% |
| Participant deferral / active EE | $1,647 | $6,630-75.2% | $6,247-73.6% | $5,439-69.7% |
| Admin fee / account holder | $940 | $10,905-91.4% | $9,243-89.8% | $10,885-91.4% |