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 | $11,642 | $92,703-87.4% | $82,719-85.9% | $134,475-91.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.71% | 944.92%-958.6pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,695 | $3,274-48.2% | $3,009-43.7% | $4,740-64.2% |
| Participant deferral / active EE | $771 | $4,802-83.9% | $4,395-82.5% | $6,400-88.0% |
| Admin fee / account holder | $1,859 | $5,983-68.9% | $5,329-65.1% | $11,426-83.7% |