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 | $197,468 | $135,635+45.6% | $110,238+79.1% | $135,375+45.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.77% | 513.19%-507.4pp | 314.74%-309.0pp | 519.73%-514.0pp |
| Employer contribution / active EE | $14,298 | $4,906+191.4% | $3,826+273.7% | $4,779+199.2% |
| Participant deferral / active EE | $644 | $5,506-88.3% | $4,672-86.2% | $5,609-88.5% |
| Admin fee / account holder | $23,259 | $11,457+103.0% | $8,547+172.1% | $10,827+114.8% |