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 | $145,903 | $180,449-19.1% | $154,107-5.3% | $135,375+7.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 6.60% | 888.09%-881.5pp | 735.12%-728.5pp | 519.73%-513.1pp |
| Employer contribution / active EE | $7,266 | $6,035+20.4% | $5,298+37.2% | $4,779+52.0% |
| Participant deferral / active EE | $1,518 | $5,806-73.9% | $5,081-70.1% | $5,609-72.9% |
| Admin fee / account holder | $5,067 | $16,143-68.6% | $13,411-62.2% | $10,827-53.2% |