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 | $160,075 | $197,825-19.1% | $155,790+2.8% | $125,391+27.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.09% | 86.74%-84.6pp | 71.54%-69.5pp | 282.22%-280.1pp |
| Employer contribution / active EE | $350 | $4,847-92.8% | $3,836-90.9% | $4,866-92.8% |
| Participant deferral / active EE | $438 | $5,630-92.2% | $4,797-90.9% | $5,352-91.8% |
| Admin fee / account holder | $5,225 | $9,545-45.3% | $7,478-30.1% | $9,540-45.2% |