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 | $25,099 | $65,703-61.8% | $94,224-73.4% | $59,632-57.9% |
| Participation rate | 88.2% | 72.1%+16.1pp | 78.8%+9.5pp | 68.7%+19.6pp |
| Annual return | -0.83% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $735 | $2,021-63.6% | $3,587-79.5% | $2,203-66.6% |
| Participant deferral / active EE | $1,328 | $3,143-57.8% | $4,320-69.3% | $3,192-58.4% |
| Admin fee / account holder | $3,739 | $4,264-12.3% | $6,269-40.4% | $4,297-13.0% |