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 | $102,607 | $97,757+5.0% | $83,848+22.4% | $135,375-24.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.25% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $6,870 | $4,222+62.7% | $3,631+89.2% | $4,779+43.8% |
| Participant deferral / active EE | $149 | $4,682-96.8% | $4,082-96.4% | $5,609-97.4% |
| Admin fee / account holder | $1,600 | $6,674-76.0% | $5,478-70.8% | $10,827-85.2% |