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 | $74,259 | $109,982-32.5% | $97,226-23.6% | $145,922-49.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.93% | 242.90%-234.0pp | 75.13%-66.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,667 | $3,084-46.0% | $2,729-38.9% | $4,660-64.2% |
| Participant deferral / active EE | $650 | $4,676-86.1% | $4,264-84.8% | $6,688-90.3% |
| Admin fee / account holder | $417 | $6,221-93.3% | $5,654-92.6% | $13,397-96.9% |