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 4-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 | $64,100 | $57,016+12.4% | $84,966-24.6% | $80,856-20.7% |
| Participation rate | 97.3% | 56.3%+41.0pp | 67.5%+29.8pp | 67.6%+29.7pp |
| Annual return | 286.05% | 21.66%+264.4pp | 66.38%+219.7pp | 35.59%+250.5pp |
| Employer contribution / active EE | $7,672 | $1,798+326.8% | $2,727+181.3% | $2,755+178.5% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,256 | $4,980-14.5% | $6,149-30.8% | $6,918-38.5% |