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 | $154,140 | $73,004+111.1% | $90,749+69.9% | $68,494+125.0% |
| Participation rate | 93.8% | 70.8%+22.9pp | 75.7%+18.1pp | 67.9%+25.9pp |
| Annual return | -16.05% | -13.81%-2.2pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $9,811 | $2,193+347.4% | $2,921+235.9% | $2,596+277.9% |
| Participant deferral / active EE | $667 | $3,627-81.6% | $4,564-85.4% | $4,027-83.4% |
| Admin fee / account holder | $11,717 | $5,896+98.7% | $8,445+38.8% | $5,403+116.9% |