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 | $41,060 | $57,354-28.4% | $83,848-51.0% | $64,186-36.0% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.8pp | 69.6%+25.3pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,387 | $2,545-45.5% | $3,631-61.8% | $2,381-41.8% |
| Participant deferral / active EE | $271 | $2,993-91.0% | $4,082-93.4% | $3,470-92.2% |
| Admin fee / account holder | $1,006 | $4,046-75.1% | $5,478-81.6% | $4,888-79.4% |