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 5-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 | $54,139 | $150,187-64.0% | $120,354-55.0% | $145,922-62.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.83% | 154.07%-142.2pp | 107.15%-95.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,009 | $4,348-76.8% | $3,463-70.9% | $4,660-78.4% |
| Participant deferral / active EE | $1,009 | $6,173-83.7% | $4,991-79.8% | $6,688-84.9% |
| Admin fee / account holder | $1,040 | $12,207-91.5% | $9,423-89.0% | $13,397-92.2% |