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 | $199,925 | $209,832-4.7% | $189,513+5.5% | $167,490+19.4% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 43.39% | 748.27%-704.9pp | 555.15%-511.8pp | 478.56%-435.2pp |
| Employer contribution / active EE | $1,959 | $6,914-71.7% | $6,162-68.2% | $4,837-59.5% |
| Participant deferral / active EE | $183 | $8,935-97.9% | $8,221-97.8% | $6,341-97.1% |
| Admin fee / account holder | $17,023 | $14,293+19.1% | $12,045+41.3% | $12,309+38.3% |