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 5-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 | $47,363 | $98,750-52.0% | $149,696-68.4% | $79,858-40.7% |
| Participation rate | 76.5% | 75.8%+0.8pp | 82.5%-5.9pp | 69.6%+6.9pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,034 | $3,216-67.8% | $4,644-77.7% | $2,471-58.1% |
| Participant deferral / active EE | $1,462 | $5,680-74.3% | $6,842-78.6% | $3,740-60.9% |
| Admin fee / account holder | $40,347 | $6,053+566.6% | $9,309+333.4% | $5,306+660.4% |