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 | $39,054 | $84,402-53.7% | $61,373-36.4% | $134,475-71.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.49% | 584.55%-599.0pp | 338.61%-353.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $20,572 | $1,544+1232.0% | $1,159+1674.4% | $4,740+334.0% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17,901 | $2,585+592.4% | $2,130+740.5% | $11,426+56.7% |