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 3-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 | $128,772 | $158,398-18.7% | $126,539+1.8% | $142,382-9.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.49% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $39,855 | $4,650+757.1% | $3,674+984.8% | $4,299+827.1% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $607 | $6,918-91.2% | $6,065-90.0% | $12,624-95.2% |