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 | $61,475 | $209,832-70.7% | $189,513-67.6% | $167,490-63.3% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 15.20% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,659 | $6,914-61.5% | $6,162-56.8% | $4,837-45.0% |
| Participant deferral / active EE | $3,065 | $8,935-65.7% | $8,221-62.7% | $6,341-51.7% |
| Admin fee / account holder | $480 | $14,293-96.6% | $12,045-96.0% | $12,309-96.1% |