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 | $241,816 | $72,404+234.0% | $110,238+119.4% | $64,186+276.7% |
| Participation rate | 95.7% | 73.3%+22.3pp | 79.8%+15.8pp | 69.6%+26.1pp |
| Annual return | -5.72% | -6.29%+0.6pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $8,055 | $2,282+253.0% | $3,826+110.5% | $2,381+238.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $23,774 | $5,664+319.7% | $8,547+178.1% | $4,888+386.4% |