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 4-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 | $74,014 | $167,307-55.8% | $143,757-48.5% | $134,475-45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.07% | 0.46%+0.6pp | -0.04%+1.1pp | 417.96%-416.9pp |
| Employer contribution / active EE | $13,603 | $5,619+142.1% | $4,951+174.7% | $4,740+187.0% |
| Participant deferral / active EE | $792 | $6,446-87.7% | $5,637-85.9% | $6,400-87.6% |
| Admin fee / account holder | $1,525 | $18,088-91.6% | $14,673-89.6% | $11,426-86.7% |