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 | $152,508 | $57,354+165.9% | $83,848+81.9% | $64,186+137.6% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -4.53% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $17,553 | $2,545+589.6% | $3,631+383.4% | $2,381+637.2% |
| Participant deferral / active EE | $778 | $2,993-74.0% | $4,082-80.9% | $3,470-77.6% |
| Admin fee / account holder | $12,973 | $4,046+220.7% | $5,478+136.8% | $4,888+165.4% |