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 | $59,572 | $154,117-61.3% | $129,995-54.2% | $139,434-57.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.54% | 32.48%-16.9pp | -137.18%+152.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,884 | $5,289-26.6% | $4,320-10.1% | $4,751-18.3% |
| Participant deferral / active EE | $562 | $6,710-91.6% | $5,820-90.3% | $6,710-91.6% |
| Admin fee / account holder | $619 | $14,007-95.6% | $10,614-94.2% | $11,403-94.6% |