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 | $178,843 | $183,963-2.8% | $162,163+10.3% | $152,861+17.0% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 14.95% | 150.76%-135.8pp | 115.59%-100.6pp | 345.32%-330.4pp |
| Employer contribution / active EE | $6,475 | $6,371+1.6% | $5,614+15.3% | $4,762+36.0% |
| Participant deferral / active EE | $1,246 | $8,034-84.5% | $7,298-82.9% | $5,850-78.7% |
| Admin fee / account holder | $8,131 | $13,121-38.0% | $10,843-25.0% | $11,596-29.9% |