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 | $184,501 | $171,865+7.4% | $149,718+23.2% | $147,584+25.0% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 10.22% | 2113.22%-2103.0pp | 1501.63%-1491.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $15,863 | $6,275+152.8% | $5,445+191.3% | $4,876+225.3% |
| Participant deferral / active EE | $1,106 | $7,271-84.8% | $6,569-83.2% | $5,439-79.7% |
| Admin fee / account holder | $493 | $13,799-96.4% | $11,283-95.6% | $10,885-95.5% |