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 6-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 | $64,959 | $99,921-35.0% | $85,009-23.6% | $145,959-55.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.46% | 83.89%-61.4pp | 66.47%-44.0pp | 561.95%-539.5pp |
| Employer contribution / active EE | $1,843 | $3,233-43.0% | $2,728-32.5% | $4,661-60.5% |
| Participant deferral / active EE | $324 | $5,293-93.9% | $4,522-92.8% | $6,689-95.2% |
| Admin fee / account holder | $20,226 | $7,252+178.9% | $6,153+228.7% | $13,398+51.0% |