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 | $164,239 | $144,119+14.0% | $117,854+39.4% | $147,584+11.3% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 16.24% | 531.15%-514.9pp | 335.08%-318.8pp | 578.55%-562.3pp |
| Employer contribution / active EE | $4,247 | $4,896-13.3% | $3,786+12.2% | $4,876-12.9% |
| Participant deferral / active EE | $1,551 | $5,316-70.8% | $4,482-65.4% | $5,439-71.5% |
| Admin fee / account holder | $7,016 | $10,886-35.5% | $8,020-12.5% | $10,885-35.5% |