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 7-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 | $20,955 | $114,047-81.6% | $96,139-78.2% | $167,490-87.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.96% | 189.88%-171.9pp | 191.94%-174.0pp | 478.56%-460.6pp |
| Employer contribution / active EE | $24,282 | $3,427+608.6% | $2,797+768.2% | $4,837+401.9% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,328,218 | $6,897+19158.7% | $5,537+23888.7% | $12,309+10690.6% |