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 | $74,700 | $97,757-23.6% | $83,848-10.9% | $135,375-44.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.41% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,103 | $4,222-50.2% | $3,631-42.1% | $4,779-56.0% |
| Participant deferral / active EE | $520 | $4,682-88.9% | $4,082-87.3% | $5,609-90.7% |
| Admin fee / account holder | $11,563 | $6,674+73.3% | $5,478+111.1% | $10,827+6.8% |