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 | $11,216 | $109,817-89.8% | $98,442-88.6% | $167,490-93.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.75% | 1956.69%-1939.9pp | 1492.73%-1476.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,810 | $3,224+18.2% | $2,960+28.7% | $4,837-21.2% |
| Participant deferral / active EE | $617 | $4,673-86.8% | $4,276-85.6% | $6,341-90.3% |
| Admin fee / account holder | $79,823 | $6,753+1082.1% | $5,949+1241.7% | $12,309+548.5% |