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 | $25,039 | $92,703-73.0% | $82,719-69.7% | $134,475-81.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.05% | 944.92%-953.0pp | 701.18%-709.2pp | 417.96%-426.0pp |
| Employer contribution / active EE | $6,250 | $3,274+90.9% | $3,009+107.7% | $4,740+31.9% |
| Participant deferral / active EE | $646 | $4,802-86.5% | $4,395-85.3% | $6,400-89.9% |
| Admin fee / account holder | $76,732 | $5,983+1182.6% | $5,329+1339.9% | $11,426+571.6% |