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 | $36,386 | $165,984-78.1% | $164,813-77.9% | $145,922-75.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.96% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,495 | $5,273-52.7% | $4,341-42.5% | $4,660-46.5% |
| Participant deferral / active EE | $474 | $6,959-93.2% | $6,031-92.1% | $6,688-92.9% |
| Admin fee / account holder | $713 | $16,648-95.7% | $12,690-94.4% | $13,397-94.7% |