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 9-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 | $19,816 | $52,836-62.5% | $105,738-81.3% | $64,186-69.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -5.52% | 14.30%-19.8pp | 6.27%-11.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,500 | $1,827+36.9% | $3,268-23.5% | $2,381+5.0% |
| Participant deferral / active EE | $800 | $2,545-68.6% | $4,080-80.4% | $3,470-76.9% |
| Admin fee / account holder | $9,639 | $3,959+143.5% | $6,913+39.4% | $4,888+97.2% |