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 | $158,229 | $160,055-1.1% | $140,016+13.0% | $135,375+16.9% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | 145.54% | 911.38%-765.8pp | 651.12%-505.6pp | 519.73%-374.2pp |
| Employer contribution / active EE | $1,413 | $6,420-78.0% | $5,606-74.8% | $4,779-70.4% |
| Participant deferral / active EE | $2,114 | $7,642-72.3% | $6,927-69.5% | $5,609-62.3% |
| Admin fee / account holder | $4,632 | $13,328-65.2% | $10,705-56.7% | $10,827-57.2% |