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 4-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 | $67,280 | $62,573+7.5% | $85,682-21.5% | $85,850-21.6% |
| Participation rate | 89.4% | 61.1%+28.2pp | 69.9%+19.5pp | 69.3%+20.0pp |
| Annual return | 218.73% | 23.77%+195.0pp | 21.49%+197.2pp | 318.53%-99.8pp |
| Employer contribution / active EE | $11,598 | $1,757+560.2% | $2,618+342.9% | $2,565+352.1% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $406 | $4,640-91.2% | $6,873-94.1% | $6,260-93.5% |