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 8-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 | $18,921 | $59,805-68.4% | $79,550-76.2% | $68,494-72.4% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.5%+25.3pp | 67.9%+26.8pp |
| Annual return | -17.86% | -12.30%-5.6pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,814 | $1,505+87.0% | $2,413+16.6% | $2,596+8.4% |
| Participant deferral / active EE | $1,235 | $3,024-59.2% | $3,985-69.0% | $4,027-69.3% |
| Admin fee / account holder | $1,801 | $4,835-62.7% | $6,832-73.6% | $5,403-66.7% |