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 | $149,044 | $160,055-6.9% | $140,016+6.4% | $135,375+10.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.33% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,167 | $6,420-35.1% | $5,606-25.7% | $4,779-12.8% |
| Participant deferral / active EE | $1,892 | $7,642-75.2% | $6,927-72.7% | $5,609-66.3% |
| Admin fee / account holder | $7,492 | $13,328-43.8% | $10,705-30.0% | $10,827-30.8% |