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 7-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 | $204,069 | $82,664+146.9% | $125,339+62.8% | $68,494+197.9% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | 34.29% | -5.97%+40.3pp | 572.05%-537.8pp | -7.84%+42.1pp |
| Employer contribution / active EE | $25,532 | $3,381+655.1% | $4,814+430.4% | $2,596+883.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $8,963 | $6,275+42.8% | $10,010-10.5% | $5,403+65.9% |