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 | $35,308 | $50,958-30.7% | $74,550-52.6% | $64,186-45.0% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | 0.04% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $899 | $1,115-19.4% | $1,961-54.1% | $2,381-62.2% |
| Participant deferral / active EE | $743 | $2,301-67.7% | $3,108-76.1% | $3,470-78.6% |
| Admin fee / account holder | $59,482 | $4,223+1308.6% | $5,060+1075.6% | $4,888+1116.9% |