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 6-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 | $54,019 | $148,534-63.6% | $135,903-60.3% | $139,434-61.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.59% | 79.19%-63.6pp | 68.23%-52.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $26,031 | $5,243+396.5% | $4,856+436.0% | $4,751+447.9% |
| Participant deferral / active EE | $1,800 | $8,100-77.8% | $7,758-76.8% | $6,710-73.2% |
| Admin fee / account holder | $308 | $12,400-97.5% | $10,762-97.1% | $11,403-97.3% |