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 | $72,593 | $171,865-57.8% | $149,718-51.5% | $147,584-50.8% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 10.95% | 2113.22%-2102.3pp | 1501.63%-1490.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,667 | $6,275-73.4% | $5,445-69.4% | $4,876-65.8% |
| Participant deferral / active EE | $1,001 | $7,271-86.2% | $6,569-84.8% | $5,439-81.6% |
| Admin fee / account holder | $5,090 | $13,799-63.1% | $11,283-54.9% | $10,885-53.2% |