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 | $70,072 | $150,440-53.4% | $136,294-48.6% | $147,584-52.5% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 23.96% | 1049.08%-1025.1pp | 5155.94%-5132.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,577 | $5,256-70.0% | $4,695-66.4% | $4,876-67.7% |
| Participant deferral / active EE | $987 | $6,630-85.1% | $6,247-84.2% | $5,439-81.9% |
| Admin fee / account holder | $11,782 | $10,905+8.0% | $9,243+27.5% | $10,885+8.2% |