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 | $91,376 | $150,187-39.2% | $120,354-24.1% | $145,922-37.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 27.88% | 154.07%-126.2pp | 107.15%-79.3pp | 561.29%-533.4pp |
| Employer contribution / active EE | $1,294 | $4,348-70.2% | $3,463-62.6% | $4,660-72.2% |
| Participant deferral / active EE | $1,294 | $6,173-79.0% | $4,991-74.1% | $6,688-80.7% |
| Admin fee / account holder | $5,325 | $12,207-56.4% | $9,423-43.5% | $13,397-60.3% |