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 | $83,001 | $73,515+12.9% | $62,995+31.8% | $147,584-43.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.55% | 175.43%-156.9pp | 87.57%-69.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,426 | $3,320-26.9% | $2,759-12.1% | $4,876-50.2% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,266 | $5,953-61.9% | $3,600-37.1% | $10,885-79.2% |