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 | $22,151 | $73,933-70.0% | $96,683-77.1% | $75,163-70.5% |
| Participation rate | 96.5% | 66.4%+30.1pp | 74.3%+22.1pp | 67.2%+29.3pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,241 | $2,928-57.6% | $3,737-66.8% | $2,670-53.5% |
| Participant deferral / active EE | $1,304 | $3,659-64.3% | $4,878-73.3% | $4,125-68.4% |
| Admin fee / account holder | $2,385 | $5,216-54.3% | $6,730-64.6% | $5,651-57.8% |