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 | $10,757 | $90,600-88.1% | $79,464-86.5% | $135,375-92.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.48% | 977.43%-986.9pp | 718.14%-727.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,443 | $3,068+12.2% | $2,800+22.9% | $4,779-28.0% |
| Participant deferral / active EE | $157 | $4,050-96.1% | $3,704-95.8% | $5,609-97.2% |
| Admin fee / account holder | $3,888 | $5,907-34.2% | $5,113-24.0% | $10,827-64.1% |