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 | $162,109 | $77,899+108.1% | $149,673+8.3% | $75,163+115.7% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 41.19% | 31.72%+9.5pp | 134.42%-93.2pp | 160.62%-119.4pp |
| Employer contribution / active EE | $18,475 | $3,137+488.9% | $4,818+283.5% | $2,670+592.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $622 | $5,956-89.6% | $13,210-95.3% | $5,651-89.0% |