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 10-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 | $24,645 | $45,152-45.4% | $73,843-66.6% | $59,632-58.7% |
| Participation rate | 92.3% | 64.0%+28.3pp | 73.4%+18.9pp | 68.7%+23.6pp |
| Annual return | 0.08% | 27.40%-27.3pp | 2267.84%-2267.8pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,826 | $1,902-4.0% | $2,787-34.5% | $2,203-17.1% |
| Participant deferral / active EE | $80 | $2,574-96.9% | $3,583-97.8% | $3,192-97.5% |
| Admin fee / account holder | $3,295 | $3,516-6.3% | $4,880-32.5% | $4,297-23.3% |