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 | $65,863 | $171,865-61.7% | $149,718-56.0% | $147,584-55.4% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 15.02% | 2113.22%-2098.2pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,789 | $6,275-71.5% | $5,445-67.1% | $4,876-63.3% |
| Participant deferral / active EE | $1,845 | $7,271-74.6% | $6,569-71.9% | $5,439-66.1% |
| Admin fee / account holder | $4,118 | $13,799-70.2% | $11,283-63.5% | $10,885-62.2% |