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 | $148,480 | $150,440-1.3% | $136,294+8.9% | $147,584+0.6% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 20.69% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $5,466 | $5,256+4.0% | $4,695+16.4% | $4,876+12.1% |
| Participant deferral / active EE | $958 | $6,630-85.6% | $6,247-84.7% | $5,439-82.4% |
| Admin fee / account holder | $28,031 | $10,905+157.0% | $9,243+203.3% | $10,885+157.5% |