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 | $34,047 | $129,942-73.8% | $104,294-67.4% | $134,475-74.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.54% | 42.03%-55.6pp | 24.61%-38.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $7,497 | $4,184+79.2% | $3,372+122.3% | $4,740+58.2% |
| Participant deferral / active EE | $503 | $5,588-91.0% | $4,625-89.1% | $6,400-92.1% |
| Admin fee / account holder | $828 | $9,323-91.1% | $7,339-88.7% | $11,426-92.8% |