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 6-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 | $24,203 | $110,257-78.0% | $96,544-74.9% | $139,434-82.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.71% | 26.32%-9.6pp | 25.84%-9.1pp | 372.94%-356.2pp |
| Employer contribution / active EE | $5,609 | $3,620+54.9% | $2,965+89.2% | $4,751+18.1% |
| Participant deferral / active EE | $1,303 | $5,548-76.5% | $4,851-73.1% | $6,710-80.6% |
| Admin fee / account holder | $455 | $11,591-96.1% | $8,252-94.5% | $11,403-96.0% |