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 | $68,023 | $57,354+18.6% | $83,848-18.9% | $64,186+6.0% |
| Participation rate | 84.1% | 68.6%+15.5pp | 76.1%+8.0pp | 69.6%+14.6pp |
| Annual return | -4.72% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,195 | $2,545-13.8% | $3,631-39.5% | $2,381-7.8% |
| Participant deferral / active EE | $1,057 | $2,993-64.7% | $4,082-74.1% | $3,470-69.5% |
| Admin fee / account holder | $1,915 | $4,046-52.7% | $5,478-65.0% | $4,888-60.8% |