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 | $179,133 | $54,726+227.3% | $68,793+160.4% | $64,186+179.1% |
| Participation rate | 97.2% | 68.0%+29.2pp | 72.2%+25.0pp | 69.6%+27.7pp |
| Annual return | -5.96% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $8,333 | $1,846+351.4% | $2,625+217.5% | $2,381+250.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,708 | $4,027-7.9% | $5,131-27.7% | $4,888-24.1% |