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 | $59,402 | $144,119-58.8% | $117,854-49.6% | $147,584-59.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 19.38% | 531.15%-511.8pp | 335.08%-315.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,053 | $4,896-78.5% | $3,786-72.2% | $4,876-78.4% |
| Participant deferral / active EE | $1,184 | $5,316-77.7% | $4,482-73.6% | $5,439-78.2% |
| Admin fee / account holder | $3,546 | $10,886-67.4% | $8,020-55.8% | $10,885-67.4% |