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 4-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 | $14,088 | $58,208-75.8% | $81,812-82.8% | $80,856-82.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.04% | 41.66%-28.6pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,448 | $2,340-38.1% | $2,912-50.3% | $2,755-47.4% |
| Participant deferral / active EE | $317 | $3,281-90.3% | $4,319-92.6% | $4,296-92.6% |
| Admin fee / account holder | $834 | $4,981-83.3% | $7,386-88.7% | $6,918-87.9% |