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 | $12,227 | $45,863-73.3% | $77,024-84.1% | $68,494-82.1% |
| Participation rate | 86.7% | 55.9%+30.8pp | 67.9%+18.8pp | 67.9%+18.8pp |
| Annual return | -17.34% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,887 | $1,650+14.4% | $2,812-32.9% | $2,596-27.3% |
| Participant deferral / active EE | $599 | $2,962-79.8% | $4,426-86.5% | $4,027-85.1% |
| Admin fee / account holder | $1,389 | $3,041-54.3% | $5,425-74.4% | $5,403-74.3% |