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 | $156,439 | $183,519-14.8% | $155,509+0.6% | $145,922+7.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.82% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $30,057 | $5,313+465.8% | $4,672+543.3% | $4,660+545.1% |
| Participant deferral / active EE | $410 | $6,462-93.7% | $5,626-92.7% | $6,688-93.9% |
| Admin fee / account holder | $1,337 | $19,313-93.1% | $15,912-91.6% | $13,397-90.0% |