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 | $72,995 | $109,982-33.6% | $97,226-24.9% | $145,922-50.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.70% | 242.90%-229.2pp | 75.13%-61.4pp | 561.29%-547.6pp |
| Employer contribution / active EE | $11,538 | $3,084+274.2% | $2,729+322.8% | $4,660+147.6% |
| Participant deferral / active EE | $185 | $4,676-96.1% | $4,264-95.7% | $6,688-97.2% |
| Admin fee / account holder | $2,840 | $6,221-54.3% | $5,654-49.8% | $13,397-78.8% |