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 3-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 | $17,050 | $90,348-81.1% | $75,972-77.6% | $145,922-88.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.13% | 620.88%-604.7pp | 359.55%-343.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,684 | $3,311-18.9% | $2,6850% | $4,660-42.4% |
| Participant deferral / active EE | $247 | $5,162-95.2% | $4,255-94.2% | $6,688-96.3% |
| Admin fee / account holder | $24,123 | $8,467+184.9% | $6,467+273.0% | $13,397+80.1% |