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 | $117,621 | $135,635-13.3% | $110,238+6.7% | $135,375-13.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.23% | 513.19%-520.4pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $6,301 | $4,906+28.4% | $3,826+64.7% | $4,779+31.9% |
| Participant deferral / active EE | $1,535 | $5,506-72.1% | $4,672-67.1% | $5,609-72.6% |
| Admin fee / account holder | $437 | $11,457-96.2% | $8,547-94.9% | $10,827-96.0% |