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 | $50,190 | $82,978-39.5% | $129,995-61.4% | $71,457-29.8% |
| Participation rate | 76.4% | 74.1%+2.3pp | 78.5%-2.1pp | 67.9%+8.5pp |
| Annual return | 0.00% | 20.60%-20.6pp | -137.18%+137.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $790 | $2,622-69.9% | $4,320-81.7% | $2,588-69.5% |
| Participant deferral / active EE | $1,419 | $4,432-68.0% | $5,820-75.6% | $4,289-66.9% |
| Admin fee / account holder | $6,956 | $1,729+302.4% | $10,614-34.5% | $1,587+338.3% |