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 | $118,549 | $72,404+63.7% | $110,238+7.5% | $64,186+84.7% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.6%+7.2pp |
| Annual return | 2.56% | -6.29%+8.8pp | 314.74%-312.2pp | 7.63%-5.1pp |
| Employer contribution / active EE | $9,302 | $2,282+307.7% | $3,826+143.1% | $2,381+290.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,929 | $5,664+4.7% | $8,547-30.6% | $4,888+21.3% |