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 | $122,177 | $57,354+113.0% | $83,848+45.7% | $64,186+90.4% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -4.01% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $11,278 | $2,545+343.1% | $3,631+210.6% | $2,381+373.7% |
| Participant deferral / active EE | $480 | $2,993-83.9% | $4,082-88.2% | $3,470-86.2% |
| Admin fee / account holder | $5,234 | $4,046+29.4% | $5,478-4.5% | $4,888+7.1% |