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 | $153,805 | $39,122+293.1% | $57,179+169.0% | $62,891+144.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.45% | 9.23%-3.8pp | 14.59%-9.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $15,788 | $1,874+742.4% | $2,682+488.6% | $2,281+592.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,120 | $2,592+213.3% | $3,139+158.7% | $4,296+89.0% |