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 6-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 | $41,239 | $159,901-74.2% | $146,958-71.9% | $145,922-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,112 | $5,286-60.1% | $4,933-57.2% | $4,660-54.7% |
| Participant deferral / active EE | $2,427 | $8,428-71.2% | $8,070-69.9% | $6,688-63.7% |
| Admin fee / account holder | $899 | $15,044-94.0% | $12,998-93.1% | $13,397-93.3% |