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 | $160,314 | $62,586+156.2% | $76,768+108.8% | $64,186+149.8% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | 3.03% | -1.95%+5.0pp | 2.43%+0.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $13,763 | $1,832+651.2% | $2,485+453.8% | $2,381+478.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,641 | $4,667-22.0% | $6,675-45.4% | $4,888-25.5% |