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 | $91,712 | $77,899+17.7% | $149,673-38.7% | $75,163+22.0% |
| Participation rate | 74.6% | 65.6%+9.1pp | 78.8%-4.1pp | 67.2%+7.5pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $648 | $3,137-79.4% | $4,818-86.6% | $2,670-75.7% |
| Participant deferral / active EE | $832 | $3,411-75.6% | $5,680-85.3% | $4,125-79.8% |
| Admin fee / account holder | $394 | $5,956-93.4% | $13,210-97.0% | $5,651-93.0% |