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 4-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 | $68,865 | $117,841-41.6% | $102,423-32.8% | $145,922-52.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.66% | 31.65%-13.0pp | 29.32%-10.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $29,241 | $3,615+708.9% | $3,023+867.2% | $4,660+527.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $818 | $13,326-93.9% | $9,451-91.3% | $13,397-93.9% |