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 | $241,292 | $82,664+191.9% | $125,339+92.5% | $68,494+252.3% |
| Participation rate | 94.8% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+26.9pp |
| Annual return | -16.75% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $14,372 | $3,381+325.1% | $4,814+198.6% | $2,596+453.6% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $14,367 | $6,275+128.9% | $10,010+43.5% | $5,403+165.9% |