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 | $93,334 | $43,504+114.5% | $68,793+35.7% | $56,287+65.8% |
| Participation rate | 89.2% | 67.8%+21.4pp | 72.2%+17.0pp | 69.9%+19.4pp |
| Annual return | 6.07% | -3.15%+9.2pp | -4.63%+10.7pp | -9.96%+16.0pp |
| Employer contribution / active EE | $4,066 | $1,525+166.6% | $2,625+54.9% | $2,111+92.6% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $23,760 | $515+4513.8% | $5,131+363.1% | $521+4461.0% |