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 | $70,875 | $167,307-57.6% | $143,757-50.7% | $134,475-47.3% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -17.42% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,024 | $5,619-28.4% | $4,951-18.7% | $4,740-15.1% |
| Participant deferral / active EE | $1,233 | $6,446-80.9% | $5,637-78.1% | $6,400-80.7% |
| Admin fee / account holder | $2,052 | $18,088-88.7% | $14,673-86.0% | $11,426-82.0% |