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 | $134,307 | $54,726+145.4% | $68,793+95.2% | $64,186+109.2% |
| Participation rate | 90.2% | 68.0%+22.2pp | 72.2%+18.0pp | 69.6%+20.6pp |
| Annual return | 2.92% | -1.62%+4.5pp | -4.63%+7.6pp | 7.63%-4.7pp |
| Employer contribution / active EE | $7,257 | $1,846+293.1% | $2,625+176.5% | $2,381+204.8% |
| Participant deferral / active EE | $363 | $2,626-86.2% | $3,311-89.0% | $3,470-89.5% |
| Admin fee / account holder | $31,051 | $4,027+671.1% | $5,131+505.2% | $4,888+535.2% |