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 5-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 | $82,475 | $56,053+47.1% | $75,972+8.6% | $80,856+2.0% |
| Participation rate | 96.7% | 62.0%+34.6pp | 69.1%+27.6pp | 67.6%+29.0pp |
| Annual return | 124.70% | 20.53%+104.2pp | 359.55%-234.8pp | 35.59%+89.1pp |
| Employer contribution / active EE | $9,330 | $1,874+397.9% | $2,685+247.5% | $2,755+238.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,419 | $5,234-72.9% | $6,467-78.1% | $6,918-79.5% |