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 | $73,228 | $167,484-56.3% | $151,611-51.7% | $134,475-45.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.81% | 7.80%-16.6pp | 3.33%-12.1pp | 417.96%-426.8pp |
| Employer contribution / active EE | $13,382 | $6,829+96.0% | $6,166+117.0% | $4,740+182.3% |
| Participant deferral / active EE | $2,112 | $8,986-76.5% | $8,363-74.8% | $6,400-67.0% |
| Admin fee / account holder | $17,736 | $13,783+28.7% | $11,616+52.7% | $11,426+55.2% |