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 7-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 | $37,495 | $77,813-51.8% | $123,544-69.7% | $64,186-41.6% |
| Participation rate | 74.4% | 74.7%-0.3pp | 82.3%-7.9pp | 69.6%+4.9pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $659 | $3,014-78.1% | $4,628-85.8% | $2,381-72.3% |
| Participant deferral / active EE | $2,085 | $5,240-60.2% | $6,426-67.6% | $3,470-39.9% |
| Admin fee / account holder | $3,800 | $5,519-31.1% | $9,284-59.1% | $4,888-22.3% |