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 | $27,924 | $112,881-75.3% | $90,951-69.3% | $158,922-82.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.35% | 215.79%-207.4pp | 134.60%-126.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $4,474 | $2,893+54.6% | $2,122+110.8% | $4,761-6.0% |
| Participant deferral / active EE | $839 | $4,128-79.7% | $3,373-75.1% | $5,982-86.0% |
| Admin fee / account holder | $486 | $8,041-94.0% | $5,959-91.8% | $11,246-95.7% |