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 | $231,427 | $54,726+322.9% | $68,793+236.4% | $64,186+260.6% |
| Participation rate | 76.8% | 68.0%+8.8pp | 72.2%+4.6pp | 69.6%+7.2pp |
| Annual return | -5.37% | -1.62%-3.8pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $13,070 | $1,846+608.0% | $2,625+397.9% | $2,381+449.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,212 | $4,027+277.8% | $5,131+196.5% | $4,888+211.2% |