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 9-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 | $53,519 | $105,998-49.5% | $92,233-42.0% | $147,584-63.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.00% | 50.05%-36.0pp | 176.28%-162.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,731 | $4,333-60.1% | $3,679-53.0% | $4,876-64.5% |
| Participant deferral / active EE | $567 | $4,478-87.3% | $3,897-85.5% | $5,439-89.6% |
| Admin fee / account holder | $709 | $6,332-88.8% | $5,194-86.4% | $10,885-93.5% |