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 8-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 | $37,768 | $124,319-69.6% | $111,297-66.1% | $167,490-77.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.12% | 37.44%-25.3pp | 54.65%-42.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $15,039 | $3,435+337.8% | $2,731+450.7% | $4,837+210.9% |
| Participant deferral / active EE | $619 | $5,180-88.0% | $4,487-86.2% | $6,341-90.2% |
| Admin fee / account holder | $3,933 | $10,618-63.0% | $7,964-50.6% | $12,309-68.0% |