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 | $29,324 | $165,984-82.3% | $164,813-82.2% | $145,922-79.9% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 14.64% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,000 | $5,273-62.1% | $4,341-53.9% | $4,660-57.1% |
| Participant deferral / active EE | $654 | $6,959-90.6% | $6,031-89.2% | $6,688-90.2% |
| Admin fee / account holder | $1,839 | $16,648-89.0% | $12,690-85.5% | $13,397-86.3% |