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 4-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 | $173,952 | $72,177+141.0% | $115,037+51.2% | $59,632+191.7% |
| Participation rate | 97.7% | 72.6%+25.1pp | 81.4%+16.3pp | 68.7%+29.0pp |
| Annual return | -0.95% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $7,564 | $2,841+166.2% | $4,608+64.2% | $2,203+243.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $40,515 | $4,927+722.3% | $8,175+395.6% | $4,297+842.9% |