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 4-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 | $60,093 | $159,901-62.4% | $146,958-59.1% | $145,922-58.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $8,333 | $5,286+57.6% | $4,933+68.9% | $4,660+78.8% |
| Participant deferral / active EE | $2,507 | $8,428-70.3% | $8,070-68.9% | $6,688-62.5% |
| Admin fee / account holder | $590 | $15,044-96.1% | $12,998-95.5% | $13,397-95.6% |