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 | $99,072 | $53,806+84.1% | $61,491+61.1% | $68,494+44.6% |
| Participation rate | 94.5% | 72.5%+22.1pp | 79.3%+15.2pp | 67.9%+26.7pp |
| Annual return | -17.17% | -15.68%-1.5pp | -12.98%-4.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $6,639 | $3,218+106.3% | $4,246+56.4% | $2,596+155.7% |
| Participant deferral / active EE | $0 | $3,678-100.0% | $5,188-100.0% | $4,027-100.0% |
| Admin fee / account holder | $14,177 | $5,999+136.3% | $4,312+228.8% | $5,403+162.4% |