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 | $48,173 | $202,318-76.2% | $172,739-72.1% | $152,861-68.5% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 19.22% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,410 | $5,856-75.9% | $5,143-72.6% | $4,762-70.4% |
| Participant deferral / active EE | $1,882 | $5,948-68.4% | $5,198-63.8% | $5,850-67.8% |
| Admin fee / account holder | $664 | $17,109-96.1% | $13,954-95.2% | $11,596-94.3% |