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 9-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 | $119,331 | $85,766+39.1% | $136,294-12.4% | $70,131+70.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 1562.39% | 31.45%+1530.9pp | 5155.94%-3593.5pp | 73.14%+1489.2pp |
| Employer contribution / active EE | $15,042 | $2,966+407.1% | $4,695+220.3% | $2,342+542.1% |
| Participant deferral / active EE | $648 | $5,051-87.2% | $6,247-89.6% | $3,332-80.6% |
| Admin fee / account holder | $1,456 | $5,420-73.1% | $9,243-84.2% | $4,645-68.7% |