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 | $141,380 | $171,865-17.7% | $149,718-5.6% | $147,584-4.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 45.58% | 2113.22%-2067.6pp | 1501.63%-1456.0pp | 578.55%-533.0pp |
| Employer contribution / active EE | $1,681 | $6,275-73.2% | $5,445-69.1% | $4,876-65.5% |
| Participant deferral / active EE | $1,300 | $7,271-82.1% | $6,569-80.2% | $5,439-76.1% |
| Admin fee / account holder | $11,544 | $13,799-16.3% | $11,283+2.3% | $10,885+6.0% |