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 | $51,434 | $209,832-75.5% | $189,513-72.9% | $167,490-69.3% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 16.82% | 748.27%-731.5pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,224 | $6,914-67.8% | $6,162-63.9% | $4,837-54.0% |
| Participant deferral / active EE | $2,484 | $8,935-72.2% | $8,221-69.8% | $6,341-60.8% |
| Admin fee / account holder | $1,351 | $14,293-90.5% | $12,045-88.8% | $12,309-89.0% |