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 | $128,441 | $82,286+56.1% | $68,791+86.7% | $134,475-4.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.02% | -2.19%-6.8pp | -6.38%-2.6pp | 417.96%-427.0pp |
| Employer contribution / active EE | $2,950 | $3,301-10.6% | $2,655+11.1% | $4,740-37.8% |
| Participant deferral / active EE | $601 | $4,739-87.3% | $3,941-84.8% | $6,400-90.6% |
| Admin fee / account holder | $39,809 | $6,481+514.3% | $4,932+707.2% | $11,426+248.4% |