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 | $69,920 | $52,681+32.7% | $75,781-7.7% | $59,632+17.3% |
| Participation rate | 97.4% | 67.2%+30.1pp | 75.8%+21.6pp | 68.7%+28.7pp |
| Annual return | -0.35% | 2.95%-3.3pp | 9.68%-10.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $9,733 | $2,193+343.8% | $3,323+192.9% | $2,203+341.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $366 | $3,610-89.9% | $5,299-93.1% | $4,297-91.5% |