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 | $43,804 | $102,966-57.5% | $90,281-51.5% | $152,861-71.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.76% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $13,034 | $3,139+315.3% | $2,854+356.6% | $4,762+173.7% |
| Participant deferral / active EE | $357 | $4,281-91.7% | $3,885-90.8% | $5,850-93.9% |
| Admin fee / account holder | $857 | $6,171-86.1% | $5,351-84.0% | $11,596-92.6% |