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 | $153,731 | $171,164-10.2% | $127,761+20.3% | $152,861+0.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.0%-9.0pp | 82.4%-12.4pp |
| Annual return | 15.75% | 23.54%-7.8pp | 26.14%-10.4pp | 345.32%-329.6pp |
| Employer contribution / active EE | $6,676 | $5,447+22.6% | $4,574+46.0% | $4,762+40.2% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $15,018 | $14,530+3.4% | $9,395+59.8% | $11,596+29.5% |