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 | $153,395 | $48,265+217.8% | $68,791+123.0% | $68,494+124.0% |
| Participation rate | 77.6% | 60.7%+16.9pp | 69.0%+8.5pp | 67.9%+9.7pp |
| Annual return | -14.45% | -12.71%-1.7pp | -6.38%-8.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $18,187 | $1,829+894.6% | $2,655+585.0% | $2,596+600.5% |
| Participant deferral / active EE | $49 | $2,867-98.3% | $3,941-98.8% | $4,027-98.8% |
| Admin fee / account holder | $23,513 | $4,355+439.9% | $4,932+376.8% | $5,403+335.2% |