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 7-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 | $36,905 | $99,918-63.1% | $81,382-54.7% | $145,922-74.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.58% | 34.32%-11.7pp | 24.73%-2.2pp | 561.29%-538.7pp |
| Employer contribution / active EE | $7,259 | $2,978+143.8% | $2,463+194.8% | $4,660+55.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $820 | $8,212-90.0% | $5,768-85.8% | $13,397-93.9% |