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 | $46,641 | $90,600-48.5% | $79,464-41.3% | $135,375-65.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.94% | 977.43%-979.4pp | 718.14%-720.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $5,600 | $3,068+82.5% | $2,800+100.0% | $4,779+17.2% |
| Participant deferral / active EE | $362 | $4,050-91.1% | $3,704-90.2% | $5,609-93.5% |
| Admin fee / account holder | $2,207 | $5,907-62.6% | $5,113-56.8% | $10,827-79.6% |