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 | $29,819 | $79,944-62.7% | $98,439-69.7% | $75,163-60.3% |
| Participation rate | 95.5% | 70.4%+25.1pp | 75.2%+20.3pp | 67.2%+28.3pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $994 | $2,264-56.1% | $3,048-67.4% | $2,670-62.8% |
| Participant deferral / active EE | $315 | $3,752-91.6% | $4,738-93.3% | $4,125-92.4% |
| Admin fee / account holder | $994 | $6,840-85.5% | $8,948-88.9% | $5,651-82.4% |