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 7-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 | $84,766 | $111,724-24.1% | $93,606-9.4% | $145,922-41.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.31% | 202.98%-193.7pp | 133.20%-123.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,552 | $3,090-49.8% | $2,420-35.9% | $4,660-66.7% |
| Participant deferral / active EE | $300 | $4,912-93.9% | $4,411-93.2% | $6,688-95.5% |
| Admin fee / account holder | $793 | $10,250-92.3% | $8,285-90.4% | $13,397-94.1% |