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 | $61,890 | $78,694-21.4% | $67,652-8.5% | $125,391-50.6% |
| Participation rate | 76.2% | 78.8%-2.6pp | 75.7%+0.5pp | 83.2%-7.0pp |
| Annual return | -1.60% | 9.46%-11.1pp | 6625.04%-6626.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $5,025 | $3,044+65.1% | $2,266+121.8% | $4,866+3.3% |
| Participant deferral / active EE | $7 | $4,292-99.8% | $3,560-99.8% | $5,352-99.9% |
| Admin fee / account holder | $15,159 | $7,403+104.8% | $4,821+214.5% | $9,540+58.9% |