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 | $45,685 | $49,280-7.3% | $67,313-32.1% | $64,186-28.8% |
| Participation rate | 97.2% | 60.8%+36.4pp | 69.1%+28.1pp | 69.6%+27.7pp |
| Annual return | 0.61% | -1.39%+2.0pp | -4.08%+4.7pp | 7.63%-7.0pp |
| Employer contribution / active EE | $3,500 | $1,668+109.8% | $2,566+36.4% | $2,381+47.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,802 | $3,863+179.6% | $4,507+139.7% | $4,888+121.0% |