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 | $122,813 | $209,832-41.5% | $189,513-35.2% | $167,490-26.7% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 15.67% | 748.27%-732.6pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,817 | $6,914-44.8% | $6,162-38.1% | $4,837-21.1% |
| Participant deferral / active EE | $2,722 | $8,935-69.5% | $8,221-66.9% | $6,341-57.1% |
| Admin fee / account holder | $6,288 | $14,293-56.0% | $12,045-47.8% | $12,309-48.9% |