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 | $26,850 | $107,334-75.0% | $92,893-71.1% | $152,861-82.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 16.39% | 145.58%-129.2pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,779 | $4,221-10.5% | $3,653+3.4% | $4,762-20.7% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,142 | $7,079-83.9% | $5,794-80.3% | $11,596-90.2% |