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 3-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 | $59,790 | $69,010-13.4% | $159,960-62.6% | $68,494-12.7% |
| Participation rate | 87.3% | 65.4%+21.9pp | 78.0%+9.3pp | 67.9%+19.4pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $633 | $2,213-71.4% | $4,226-85.0% | $2,596-75.6% |
| Participant deferral / active EE | $1,275 | $4,212-69.7% | $6,182-79.4% | $4,027-68.3% |
| Admin fee / account holder | $478 | $4,798-90.0% | $8,698-94.5% | $5,403-91.2% |