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 | $206,004 | $73,933+178.6% | $96,683+113.1% | $75,163+174.1% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 625.18% | 26.70%+598.5pp | 35.69%+589.5pp | 160.62%+464.6pp |
| Employer contribution / active EE | $18,675 | $2,928+537.9% | $3,737+399.8% | $2,670+599.5% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $14,097 | $5,216+170.3% | $6,730+109.5% | $5,651+149.5% |