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 | $111,446 | $138,065-19.3% | $123,544-9.8% | $135,375-17.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $8,897 | $5,151+72.7% | $4,628+92.3% | $4,779+86.2% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,140 | $10,916-80.4% | $9,284-77.0% | $10,827-80.2% |