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 | $106,293 | $99,341+7.0% | $84,750+25.4% | $273,961-61.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.25% | 22.93%-17.7pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $21,687 | $4,214+414.7% | $3,574+506.8% | $4,869+345.4% |
| Participant deferral / active EE | $177 | $4,269-95.8% | $3,712-95.2% | $5,287-96.6% |
| Admin fee / account holder | $14,131 | $6,644+112.7% | $5,332+165.0% | $10,132+39.5% |