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 8-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 | $56,032 | $202,318-72.3% | $172,739-67.6% | $152,861-63.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 30.46% | 1029.65%-999.2pp | 802.84%-772.4pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,925 | $5,856-67.1% | $5,143-62.6% | $4,762-59.6% |
| Participant deferral / active EE | $1,925 | $5,948-67.6% | $5,198-63.0% | $5,850-67.1% |
| Admin fee / account holder | $437,628 | $17,109+2457.9% | $13,954+3036.2% | $11,596+3673.8% |