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 | $153,104 | $209,832-27.0% | $189,513-19.2% | $167,490-8.6% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 13.18% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,599 | $6,914-62.4% | $6,162-57.8% | $4,837-46.3% |
| Participant deferral / active EE | $2,946 | $8,935-67.0% | $8,221-64.2% | $6,341-53.5% |
| Admin fee / account holder | $4,480 | $14,293-68.7% | $12,045-62.8% | $12,309-63.6% |