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 | $23,870 | $185,200-87.1% | $142,863-83.3% | $167,490-85.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 36.29% | 8555.70%-8519.4pp | 5637.54%-5601.2pp | 478.56%-442.3pp |
| Employer contribution / active EE | $850 | $5,604-84.8% | $4,144-79.5% | $4,837-82.4% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10,167 | $8,031+26.6% | $6,560+55.0% | $12,309-17.4% |