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 | $80,872 | $84,402-4.2% | $61,373+31.8% | $134,475-39.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -9.49% | 584.55%-594.0pp | 338.61%-348.1pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,089 | $1,544-29.5% | $1,159-6.0% | $4,740-77.0% |
| Participant deferral / active EE | $55 | $2,819-98.1% | $2,125-97.4% | $6,400-99.1% |
| Admin fee / account holder | $5,495 | $2,585+112.6% | $2,130+158.0% | $11,426-51.9% |