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 | $108,966 | $56,199+93.9% | $67,652+61.1% | $59,632+82.7% |
| Participation rate | 98.7% | 71.5%+27.2pp | 75.7%+23.0pp | 68.7%+30.0pp |
| Annual return | 6.10% | 18505.31%-18499.2pp | 6625.04%-6618.9pp | 2041.28%-2035.2pp |
| Employer contribution / active EE | $9,431 | $1,614+484.2% | $2,266+316.3% | $2,203+328.2% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,828 | $3,958-3.3% | $4,821-20.6% | $4,297-10.9% |