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 | $11,372 | $88,594-87.2% | $70,092-83.8% | $134,475-91.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -11.36% | 442.67%-454.0pp | 190.73%-202.1pp | 417.96%-429.3pp |
| Employer contribution / active EE | $4,276 | $3,233+32.3% | $2,559+67.1% | $4,740-9.8% |
| Participant deferral / active EE | $354 | $4,772-92.6% | $3,849-90.8% | $6,400-94.5% |
| Admin fee / account holder | $2,227 | $10,441-78.7% | $6,267-64.5% | $11,426-80.5% |