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 | $133,988 | $102,317+31.0% | $146,958-8.8% | $80,856+65.7% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.2pp | 67.6%+29.8pp |
| Annual return | 80.93% | 134.76%-53.8pp | 418.34%-337.4pp | 35.59%+45.3pp |
| Employer contribution / active EE | $6,705 | $3,713+80.6% | $4,933+35.9% | $2,755+143.4% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,976 | $7,941-75.1% | $12,998-84.8% | $6,918-71.4% |