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 | $25,972 | $82,664-68.6% | $125,339-79.3% | $68,494-62.1% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,521 | $3,381-55.0% | $4,814-68.4% | $2,596-41.4% |
| Participant deferral / active EE | $2,023 | $6,110-66.9% | $7,446-72.8% | $4,027-49.8% |
| Admin fee / account holder | $1,537 | $6,275-75.5% | $10,010-84.6% | $5,403-71.5% |