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 | $102,302 | $54,726+86.9% | $68,793+48.7% | $64,186+59.4% |
| Participation rate | 75.6% | 68.0%+7.6pp | 72.2%+3.4pp | 69.6%+6.1pp |
| Annual return | -6.48% | -1.62%-4.9pp | -4.63%-1.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,604 | $1,846+41.0% | $2,625-0.8% | $2,381+9.4% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,824 | $4,027-29.9% | $5,131-45.0% | $4,888-42.2% |