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 9-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 | $77,982 | $92,703-15.9% | $82,719-5.7% | $134,475-42.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.52% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,528 | $3,274-22.8% | $3,009-16.0% | $4,740-46.7% |
| Participant deferral / active EE | $850 | $4,802-82.3% | $4,395-80.7% | $6,400-86.7% |
| Admin fee / account holder | $2,937 | $5,983-50.9% | $5,329-44.9% | $11,426-74.3% |