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 | $155,231 | $165,335-6.1% | $149,696+3.7% | $158,922-2.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.08% | 348.15%-339.1pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $6,250 | $5,103+22.5% | $4,644+34.6% | $4,761+31.3% |
| Participant deferral / active EE | $380 | $7,181-94.7% | $6,842-94.4% | $5,982-93.6% |
| Admin fee / account holder | $1,478 | $10,807-86.3% | $9,309-84.1% | $11,246-86.9% |