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 10-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 | $61,013 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-77.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 10.29% | 2.55%+7.7pp | 5.24%+5.1pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,189 | $2,350-6.9% | $1,844+18.7% | $4,869-55.0% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $449 | $3,725-87.9% | $2,903-84.5% | $10,132-95.6% |