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 8-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 | $18,298 | $126,574-85.5% | $106,213-82.8% | $145,922-87.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.47% | 224.79%-215.3pp | 116.14%-106.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,274 | $3,730-65.8% | $3,171-59.8% | $4,660-72.7% |
| Participant deferral / active EE | $1,446 | $5,724-74.7% | $5,016-71.2% | $6,688-78.4% |
| Admin fee / account holder | $3,106 | $17,304-82.0% | $11,033-71.8% | $13,397-76.8% |