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 | $93,587 | $67,331+39.0% | $60,874+53.7% | $134,475-30.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -5.01% | 49.93%-54.9pp | 16.90%-21.9pp | 417.96%-423.0pp |
| Employer contribution / active EE | $17,666 | $3,096+470.5% | $2,701+553.9% | $4,740+272.7% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,384 | $4,582+126.6% | $3,224+222.1% | $11,426-9.1% |