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 | $105,555 | $99,640+5.9% | $86,436+22.1% | $134,475-21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.71% | 6782.58%-6795.3pp | 4394.89%-4407.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $9,434 | $4,400+114.4% | $3,769+150.3% | $4,740+99.1% |
| Participant deferral / active EE | $250 | $7,246-96.5% | $6,952-96.4% | $6,400-96.1% |
| Admin fee / account holder | $1,773 | $8,371-78.8% | $6,731-73.7% | $11,426-84.5% |