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 | $94,465 | $64,707+46.0% | $112,228-15.8% | $68,494+37.9% |
| Participation rate | 88.6% | 67.2%+21.4pp | 75.1%+13.5pp | 67.9%+20.7pp |
| Annual return | -5.61% | -11.40%+5.8pp | 27.45%-33.1pp | -7.84%+2.2pp |
| Employer contribution / active EE | $5,989 | $2,746+118.1% | $3,635+64.8% | $2,596+130.7% |
| Participant deferral / active EE | $270 | $3,565-92.4% | $4,728-94.3% | $4,027-93.3% |
| Admin fee / account holder | $21,409 | $5,232+309.2% | $6,410+234.0% | $5,403+296.3% |