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 | $83,823 | $226,064-62.9% | $182,532-54.1% | $152,861-45.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.72% | 192.51%-169.8pp | 148.54%-125.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $805 | $4,978-83.8% | $4,076-80.2% | $4,762-83.1% |
| Participant deferral / active EE | $1,003 | $6,368-84.3% | $5,524-81.8% | $5,850-82.9% |
| Admin fee / account holder | $2,165 | $10,703-79.8% | $8,592-74.8% | $11,596-81.3% |