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 | $153,258 | $92,222+66.2% | $76,768+99.6% | $135,375+13.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -3.86% | 5.46%-9.3pp | 2.43%-6.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $7,500 | $3,216+133.2% | $2,485+201.8% | $4,779+56.9% |
| Participant deferral / active EE | $1,108 | $4,509-75.4% | $3,852-71.2% | $5,609-80.2% |
| Admin fee / account holder | $44,389 | $10,748+313.0% | $6,675+565.0% | $10,827+310.0% |