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 | $42,518 | $48,050-11.5% | $85,969-50.5% | $59,632-28.7% |
| Participation rate | 78.4% | 64.5%+14.0pp | 76.5%+1.9pp | 68.7%+9.8pp |
| Annual return | 2.02% | 0.29%+1.7pp | 9.32%-7.3pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $2,355 | $1,640+43.6% | $3,474-32.2% | $2,203+6.9% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,314 | $3,206-59.0% | $6,053-78.3% | $4,297-69.4% |