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 9-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 | $26,908 | $226,064-88.1% | $182,532-85.3% | $152,861-82.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.81% | 192.51%-175.7pp | 148.54%-131.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $571 | $4,978-88.5% | $4,076-86.0% | $4,762-88.0% |
| Participant deferral / active EE | $126 | $6,368-98.0% | $5,524-97.7% | $5,850-97.9% |
| Admin fee / account holder | $1,539 | $10,703-85.6% | $8,592-82.1% | $11,596-86.7% |