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 | $187,648 | $97,044+93.4% | $83,333+125.2% | $135,375+38.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.73% | 12.31%-18.0pp | 10.63%-16.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,100 | $4,143-25.2% | $3,379-8.2% | $4,779-35.1% |
| Participant deferral / active EE | $775 | $5,964-87.0% | $5,565-86.1% | $5,609-86.2% |
| Admin fee / account holder | $110,467 | $8,380+1218.3% | $7,510+1370.9% | $10,827+920.3% |