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 | $102,319 | $72,404+41.3% | $110,238-7.2% | $64,186+59.4% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.2pp |
| Annual return | -2.81% | -6.29%+3.5pp | 314.74%-317.5pp | 7.63%-10.4pp |
| Employer contribution / active EE | $6,963 | $2,282+205.2% | $3,826+82.0% | $2,381+192.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,034 | $5,664-28.8% | $8,547-52.8% | $4,888-17.5% |