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 | $104,302 | $138,044-24.4% | $125,339-16.8% | $134,475-22.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.52% | 750.33%-765.8pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,232 | $5,243-76.5% | $4,814-74.4% | $4,740-74.0% |
| Participant deferral / active EE | $1,706 | $7,799-78.1% | $7,446-77.1% | $6,400-73.3% |
| Admin fee / account holder | $3,596 | $11,571-68.9% | $10,010-64.1% | $11,426-68.5% |