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 | $20,310 | $56,484-64.0% | $169,463-88.0% | $64,186-68.4% |
| Participation rate | 98.3% | 64.5%+33.8pp | 77.8%+20.6pp | 69.6%+28.8pp |
| Annual return | 0.88% | -1.55%+2.4pp | 1.83%-0.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $4,946 | $1,832+169.9% | $4,159+18.9% | $2,381+107.8% |
| Participant deferral / active EE | $380 | $3,448-89.0% | $5,277-92.8% | $3,470-89.0% |
| Admin fee / account holder | $2,981 | $4,174-28.6% | $9,109-67.3% | $4,888-39.0% |