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 | $126,572 | $63,953+97.9% | $54,726+131.3% | $135,375-6.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 79.1%+0.9pp | 82.6%-2.6pp |
| Annual return | 3.88% | -5.77%+9.6pp | -4.56%+8.4pp | 519.73%-515.9pp |
| Employer contribution / active EE | $6,164 | $4,256+44.8% | $3,449+78.7% | $4,779+29.0% |
| Participant deferral / active EE | $0 | $4,810-100.0% | $3,953-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,247 | $4,567+168.2% | $3,818+220.8% | $10,827+13.1% |