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 | $58,150 | $90,320-35.6% | $59,496-2.3% | $125,391-53.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -4.44% | 369.13%-373.6pp | 182.05%-186.5pp | 282.22%-286.7pp |
| Employer contribution / active EE | $16,700 | $1,792+832.2% | $1,153+1348.5% | $4,866+243.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $508 | $3,063-83.4% | $2,232-77.2% | $9,540-94.7% |