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 | $20,884 | $175,202-88.1% | $149,673-86.0% | $139,434-85.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.88% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,989 | $5,474-63.7% | $4,818-58.7% | $4,751-58.1% |
| Participant deferral / active EE | $928 | $6,519-85.8% | $5,680-83.7% | $6,710-86.2% |
| Admin fee / account holder | $501 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |