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 | $24,102 | $52,279-53.9% | $89,391-73.0% | $79,858-69.8% |
| Participation rate | 94.9% | 57.5%+37.4pp | 68.0%+26.9pp | 69.6%+25.3pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $27,499 | $1,572+1649.8% | $2,586+963.6% | $2,471+1013.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,623 | $3,356-51.6% | $4,881-66.8% | $5,306-69.4% |