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 | $27,179 | $92,703-70.7% | $82,719-67.1% | $134,475-79.8% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -18.38% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,483 | $3,274-24.2% | $3,009-17.5% | $4,740-47.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $594 | $5,983-90.1% | $5,329-88.9% | $11,426-94.8% |