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 | $176,483 | $198,466-11.1% | $170,442+3.5% | $147,584+19.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 11.45% | 257.29%-245.8pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,243 | $6,184-63.7% | $5,433-58.7% | $4,876-54.0% |
| Participant deferral / active EE | $469 | $5,629-91.7% | $4,939-90.5% | $5,439-91.4% |
| Admin fee / account holder | $22,495 | $16,852+33.5% | $13,880+62.1% | $10,885+106.7% |