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 | $40,338 | $100,773-60.0% | $88,946-54.6% | $142,382-71.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.60% | 70.18%-57.6pp | 57.82%-45.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $774 | $2,918-73.5% | $2,555-69.7% | $4,299-82.0% |
| Participant deferral / active EE | $774 | $5,230-85.2% | $4,581-83.1% | $6,507-88.1% |
| Admin fee / account holder | $384 | $9,693-96.0% | $8,261-95.4% | $12,624-97.0% |