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 10-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 | $171,273 | $45,863+273.4% | $77,024+122.4% | $68,494+150.1% |
| Participation rate | 98.6% | 55.9%+42.7pp | 67.9%+30.7pp | 67.9%+30.7pp |
| Annual return | 8.88% | 1.72%+7.2pp | 42.32%-33.4pp | -7.84%+16.7pp |
| Employer contribution / active EE | $1,849 | $1,650+12.1% | $2,812-34.3% | $2,596-28.8% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $870 | $3,041-71.4% | $5,425-84.0% | $5,403-83.9% |