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 | $199,465 | $106,543+87.2% | $91,220+118.7% | $134,475+48.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.92% | 160.60%-177.5pp | 114.01%-130.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $10,787 | $3,331+223.9% | $2,850+278.5% | $4,740+127.6% |
| Participant deferral / active EE | $292 | $4,719-93.8% | $4,234-93.1% | $6,400-95.4% |
| Admin fee / account holder | $16,556 | $6,231+165.7% | $5,420+205.5% | $11,426+44.9% |