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 | $236,265 | $94,529+149.9% | $140,016+68.7% | $64,186+268.1% |
| Participation rate | 94.6% | 84.1%+10.6pp | 87.5%+7.1pp | 69.6%+25.1pp |
| Annual return | -4.99% | 7.77%-12.8pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $24,966 | $3,812+554.8% | $5,606+345.4% | $2,381+948.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,630 | $6,741-75.8% | $10,705-84.8% | $4,888-66.6% |