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 10-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 | $170,181 | $56,199+202.8% | $67,652+151.6% | $59,632+185.4% |
| Participation rate | 96.4% | 71.5%+24.9pp | 75.7%+20.7pp | 68.7%+27.7pp |
| Annual return | 18.73% | 18505.31%-18486.6pp | 6625.04%-6606.3pp | 2041.28%-2022.6pp |
| Employer contribution / active EE | $4,283 | $1,614+165.3% | $2,266+89.1% | $2,203+94.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,173 | $3,958-45.1% | $4,821-54.9% | $4,297-49.4% |