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 | $150,920 | $209,411-27.9% | $178,490-15.4% | $158,922-5.0% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 9.73% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $15,947 | $5,706+179.5% | $5,011+218.3% | $4,761+234.9% |
| Participant deferral / active EE | $1,857 | $5,954-68.8% | $5,202-64.3% | $5,982-69.0% |
| Admin fee / account holder | $34,064 | $17,074+99.5% | $13,984+143.6% | $11,246+202.9% |