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 7-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 | $46,003 | $167,307-72.5% | $143,757-68.0% | $134,475-65.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.11% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,017 | $5,619-28.5% | $4,951-18.9% | $4,740-15.2% |
| Participant deferral / active EE | $97 | $6,446-98.5% | $5,637-98.3% | $6,400-98.5% |
| Admin fee / account holder | $7,924 | $18,088-56.2% | $14,673-46.0% | $11,426-30.7% |