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 | $96,491 | $47,944+101.3% | $67,834+42.2% | $62,891+53.4% |
| Participation rate | 73.8% | 61.1%+12.7pp | 68.8%+5.0pp | 69.3%+4.5pp |
| Annual return | 6.82% | 11.77%-4.9pp | 138.47%-131.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,282 | $1,562+174.1% | $2,403+78.2% | $2,281+87.7% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,828 | $3,712+164.8% | $4,622+112.6% | $4,296+128.8% |