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 | $70,063 | $95,193-26.4% | $76,523-8.4% | $135,375-48.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 1.65% | 4.85%-3.2pp | -0.27%+1.9pp | 519.73%-518.1pp |
| Employer contribution / active EE | $7,684 | $3,302+132.7% | $2,647+190.3% | $4,779+60.8% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,210 | $6,249-80.6% | $4,848-75.0% | $10,827-88.8% |