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 | $136,964 | $99,640+37.5% | $86,436+58.5% | $134,475+1.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.07% | 6782.58%-6798.7pp | 4394.89%-4411.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,188 | $4,400-73.0% | $3,769-68.5% | $4,740-74.9% |
| Participant deferral / active EE | $2,191 | $7,246-69.8% | $6,952-68.5% | $6,400-65.8% |
| Admin fee / account holder | $16,807 | $8,371+100.8% | $6,731+149.7% | $11,426+47.1% |