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 6-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 | $216,661 | $179,726+20.6% | $156,263+38.7% | $142,382+52.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 144.78% | 77.86%+66.9pp | 59.47%+85.3pp | 217.08%-72.3pp |
| Employer contribution / active EE | $1,780 | $5,069-64.9% | $4,333-58.9% | $4,299-58.6% |
| Participant deferral / active EE | $1,159 | $6,956-83.3% | $6,158-81.2% | $6,507-82.2% |
| Admin fee / account holder | $34,536 | $17,272+100.0% | $14,255+142.3% | $12,624+173.6% |