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 | $15,587 | $92,703-83.2% | $82,719-81.2% | $134,475-88.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.26% | 944.92%-954.2pp | 701.18%-710.4pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,233 | $3,274-62.3% | $3,009-59.0% | $4,740-74.0% |
| Participant deferral / active EE | $321 | $4,802-93.3% | $4,395-92.7% | $6,400-95.0% |
| Admin fee / account holder | $31,660 | $5,983+429.2% | $5,329+494.1% | $11,426+177.1% |