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 | $187,340 | $82,032+128.4% | $123,104+52.2% | $59,632+214.2% |
| Participation rate | 82.7% | 83.2%-0.5pp | 86.8%-4.1pp | 68.7%+14.0pp |
| Annual return | 0.26% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $24,245 | $3,297+635.4% | $5,151+370.7% | $2,203+1000.8% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,364 | $5,881+8.2% | $9,015-29.4% | $4,297+48.1% |