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 | $114,840 | $52,681+118.0% | $75,781+51.5% | $59,632+92.6% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.8%+9.4pp | 68.7%+16.5pp |
| Annual return | -0.20% | 2.95%-3.2pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $9,466 | $2,193+331.6% | $3,323+184.8% | $2,203+329.8% |
| Participant deferral / active EE | $558 | $2,591-78.4% | $3,651-84.7% | $3,192-82.5% |
| Admin fee / account holder | $5,922 | $3,610+64.1% | $5,299+11.8% | $4,297+37.8% |