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 | $134,766 | $92,703+45.4% | $82,719+62.9% | $134,475+0.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.92% | 944.92%-949.8pp | 701.18%-706.1pp | 417.96%-422.9pp |
| Employer contribution / active EE | $7,427 | $3,274+126.9% | $3,009+146.8% | $4,740+56.7% |
| Participant deferral / active EE | $675 | $4,802-85.9% | $4,395-84.6% | $6,400-89.5% |
| Admin fee / account holder | $29,758 | $5,983+397.4% | $5,329+458.4% | $11,426+160.4% |