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 5-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 | $19,246 | $49,177-60.9% | $79,464-75.8% | $64,186-70.0% |
| Participation rate | 92.2% | 65.0%+27.1pp | 73.3%+18.8pp | 69.6%+22.6pp |
| Annual return | -1.94% | -1.16%-0.8pp | 718.14%-720.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $3,445 | $2,076+65.9% | $2,800+23.0% | $2,381+44.7% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,536 | $3,839-60.0% | $5,113-70.0% | $4,888-68.6% |