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 | $227,346 | $177,572+28.0% | $154,803+46.9% | $142,382+59.7% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 14.93% | 65.07%-50.1pp | 58.88%-44.0pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,337 | $4,810+10.9% | $4,305+23.9% | $4,299+24.1% |
| Participant deferral / active EE | $1,269 | $6,272-79.8% | $5,540-77.1% | $6,507-80.5% |
| Admin fee / account holder | $17,711 | $16,786+5.5% | $14,329+23.6% | $12,624+40.3% |