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 6-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 | $67,827 | $69,207-2.0% | $64,056+5.9% | $139,434-51.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.29% | 45.88%-34.6pp | 33.69%-22.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $4,320 | $3,182+35.8% | $2,747+57.3% | $4,751-9.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $13,165 | $4,244+210.2% | $3,068+329.1% | $11,403+15.5% |