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 8-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 | $133,889 | $48,046+178.7% | $84,611+58.2% | $72,985+83.4% |
| Participation rate | 98.3% | 57.6%+40.7pp | 68.2%+30.0pp | 69.5%+28.8pp |
| Annual return | 60.19% | 37.38%+22.8pp | 258.74%-198.5pp | 81.00%-20.8pp |
| Employer contribution / active EE | $18,718 | $1,602+1068.6% | $2,652+605.8% | $2,440+667.2% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,603 | $3,395+241.8% | $4,912+136.2% | $5,124+126.4% |