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 | $57,516 | $167,307-65.6% | $143,757-60.0% | $134,475-57.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.32% | 0.46%-7.8pp | -0.04%-7.3pp | 417.96%-425.3pp |
| Employer contribution / active EE | $2,422 | $5,619-56.9% | $4,951-51.1% | $4,740-48.9% |
| Participant deferral / active EE | $370 | $6,446-94.3% | $5,637-93.4% | $6,400-94.2% |
| Admin fee / account holder | $4,106 | $18,088-77.3% | $14,673-72.0% | $11,426-64.1% |