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 | $87,843 | $62,586+40.4% | $76,768+14.4% | $64,186+36.9% |
| Participation rate | 98.2% | 72.8%+25.4pp | 77.0%+21.3pp | 69.6%+28.7pp |
| Annual return | 1.61% | -1.95%+3.6pp | 2.43%-0.8pp | 7.63%-6.0pp |
| Employer contribution / active EE | $6,486 | $1,832+254.0% | $2,485+161.0% | $2,381+172.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,752 | $4,667-62.5% | $6,675-73.8% | $4,888-64.2% |