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 | $60,228 | $82,032-26.6% | $123,104-51.1% | $59,632+1.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.06% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $4,639 | $3,297+40.7% | $5,151-9.9% | $2,203+110.6% |
| Participant deferral / active EE | $1,780 | $4,667-61.9% | $6,230-71.4% | $3,192-44.2% |
| Admin fee / account holder | $11,635 | $5,881+97.8% | $9,015+29.1% | $4,297+170.8% |