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 | $126,339 | $209,832-39.8% | $189,513-33.3% | $167,490-24.6% |
| Participation rate | 78.9% | 88.7%-9.7pp | 87.8%-8.9pp | 82.1%-3.2pp |
| Annual return | 11.95% | 748.27%-736.3pp | 555.15%-543.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,837 | $8,935-68.3% | $8,221-65.5% | $6,341-55.3% |
| Admin fee / account holder | $16,396 | $14,293+14.7% | $12,045+36.1% | $12,309+33.2% |