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 | $248,514 | $54,350+357.3% | $82,719+200.4% | $68,494+262.8% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.9pp | 67.9%+23.5pp |
| Annual return | -17.33% | -13.67%-3.7pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $16,788 | $2,218+656.8% | $3,009+457.9% | $2,596+546.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $51,811 | $4,395+1078.7% | $5,329+872.3% | $5,403+859.0% |