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 | $168,237 | $159,901+5.2% | $146,958+14.5% | $145,922+15.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.18% | 98.13%-86.9pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $12,853 | $5,286+143.1% | $4,933+160.5% | $4,660+175.8% |
| Participant deferral / active EE | $467 | $8,428-94.5% | $8,070-94.2% | $6,688-93.0% |
| Admin fee / account holder | $85,640 | $15,044+469.3% | $12,998+558.9% | $13,397+539.2% |