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 10-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 | $87,975 | $160,055-45.0% | $140,016-37.2% | $135,375-35.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.12% | 911.38%-913.5pp | 651.12%-653.2pp | 519.73%-521.9pp |
| Employer contribution / active EE | $4,767 | $6,420-25.7% | $5,606-15.0% | $4,779-0.2% |
| Participant deferral / active EE | $975 | $7,642-87.2% | $6,927-85.9% | $5,609-82.6% |
| Admin fee / account holder | $1,125 | $13,328-91.6% | $10,705-89.5% | $10,827-89.6% |