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 | $40,662 | $72,177-43.7% | $115,037-64.7% | $59,632-31.8% |
| Participation rate | 98.1% | 72.6%+25.5pp | 81.4%+16.7pp | 68.7%+29.4pp |
| Annual return | 1.16% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $4,523 | $2,841+59.2% | $4,608-1.8% | $2,203+105.3% |
| Participant deferral / active EE | $1,640 | $4,783-65.7% | $6,026-72.8% | $3,192-48.6% |
| Admin fee / account holder | $1,688 | $4,927-65.7% | $8,175-79.4% | $4,297-60.7% |