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 | $75,162 | $76,000-1.1% | $154,107-51.2% | $64,186+17.1% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | -5.27% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $10,862 | $3,351+224.2% | $5,298+105.0% | $2,381+356.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,159 | $5,596-79.3% | $13,411-91.4% | $4,888-76.3% |