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 7-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 | $126,924 | $162,322-21.8% | $135,903-6.6% | - |
| Participation rate | 81.8% | 71.5%+10.3pp | 81.9%-0.1pp | - |
| Annual return | 5.81% | 15.15%-9.3pp | 68.23%-62.4pp | - |
| Employer contribution / active EE | $2,659 | $3,400-21.8% | $4,856-45.2% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,758-100.0% | - |
| Admin fee / account holder | $4,682 | $23,877-80.4% | $10,762-56.5% | - |