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 | $94,179 | $77,813+21.0% | $123,544-23.8% | $64,186+46.7% |
| Participation rate | 86.1% | 74.7%+11.4pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -6.92% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $7,387 | $3,014+145.1% | $4,628+59.6% | $2,381+210.3% |
| Participant deferral / active EE | $1,052 | $5,240-79.9% | $6,426-83.6% | $3,470-69.7% |
| Admin fee / account holder | $9,593 | $5,519+73.8% | $9,284+3.3% | $4,888+96.3% |