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 | $130,856 | $92,222+41.9% | $76,768+70.5% | $135,375-3.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.56% | 5.46%-13.0pp | 2.43%-10.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $13,492 | $3,216+319.5% | $2,485+442.9% | $4,779+182.3% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,497 | $10,748-86.1% | $6,675-77.6% | $10,827-86.2% |