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 4-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 | $13,519 | $49,922-72.9% | $80,569-83.2% | $75,163-82.0% |
| Participation rate | 97.5% | 55.3%+42.2pp | 67.0%+30.5pp | 67.2%+30.3pp |
| Annual return | 56.88% | 34.69%+22.2pp | 935.43%-878.5pp | 160.62%-103.7pp |
| Employer contribution / active EE | $7,229 | $1,698+325.7% | $2,723+165.4% | $2,670+170.8% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,740 | $3,577+4.6% | $5,377-30.4% | $5,651-33.8% |