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 | $42,997 | $209,832-79.5% | $189,513-77.3% | $167,490-74.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.62% | 748.27%-738.6pp | 555.15%-545.5pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,912 | $6,914-72.3% | $6,162-69.0% | $4,837-60.5% |
| Participant deferral / active EE | $2,381 | $8,935-73.3% | $8,221-71.0% | $6,341-62.4% |
| Admin fee / account holder | $4,339 | $14,293-69.6% | $12,045-64.0% | $12,309-64.7% |