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 | $185,939 | $171,865+8.2% | $149,718+24.2% | $147,584+26.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 22.95% | 2113.22%-2090.3pp | 1501.63%-1478.7pp | 578.55%-555.6pp |
| Employer contribution / active EE | $13,398 | $6,275+113.5% | $5,445+146.1% | $4,876+174.8% |
| Participant deferral / active EE | $1,458 | $7,271-79.9% | $6,569-77.8% | $5,439-73.2% |
| Admin fee / account holder | $771 | $13,799-94.4% | $11,283-93.2% | $10,885-92.9% |