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 | $132,566 | $59,805+121.7% | $79,550+66.6% | $68,494+93.5% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.5%+27.5pp | 67.9%+29.1pp |
| Annual return | 1.14% | -12.30%+13.4pp | 0.16%+1.0pp | -7.84%+9.0pp |
| Employer contribution / active EE | $5,129 | $1,505+240.8% | $2,413+112.5% | $2,596+97.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,586 | $4,835-46.5% | $6,832-62.2% | $5,403-52.1% |