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 | $239,331 | $77,503+208.8% | $100,391+138.4% | $80,856+196.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 120.60% | 37.20%+83.4pp | 49.20%+71.4pp | 35.59%+85.0pp |
| Employer contribution / active EE | $20,144 | $2,801+619.2% | $3,942+411.0% | $2,755+631.2% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,741 | $5,897-19.6% | $7,899-40.0% | $6,918-31.5% |