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 5-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 | $47,723 | $90,348-47.2% | $75,972-37.2% | $145,922-67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.24% | 620.88%-611.6pp | 359.55%-350.3pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,373 | $3,311-58.5% | $2,685-48.9% | $4,660-70.5% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $731 | $8,467-91.4% | $6,467-88.7% | $13,397-94.5% |