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 10-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 | $44,546 | $217,402-79.5% | $185,823-76.0% | $167,490-73.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.92% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $14,163 | $5,873+141.2% | $5,167+174.1% | $4,837+192.8% |
| Participant deferral / active EE | $25 | $6,356-99.6% | $5,568-99.6% | $6,341-99.6% |
| Admin fee / account holder | $9,944 | $19,811-49.8% | $16,237-38.8% | $12,309-19.2% |