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 | $11,660 | $39,798-70.7% | $67,711-82.8% | $59,632-80.4% |
| Participation rate | 83.9% | 57.4%+26.5pp | 67.5%+16.4pp | 68.7%+15.2pp |
| Annual return | -2.69% | 89.94%-92.6pp | 25.41%-28.1pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,095 | $1,393-21.4% | $2,559-57.2% | $2,203-50.3% |
| Participant deferral / active EE | $115 | $2,335-95.1% | $3,585-96.8% | $3,192-96.4% |
| Admin fee / account holder | $580 | $3,212-81.9% | $4,255-86.4% | $4,297-86.5% |