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 7-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 | $158,934 | $82,664+92.3% | $125,339+26.8% | $68,494+132.0% |
| Participation rate | 94.3% | 75.0%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -9.94% | -5.97%-4.0pp | 572.05%-582.0pp | -7.84%-2.1pp |
| Employer contribution / active EE | $23,051 | $3,381+581.8% | $4,814+378.9% | $2,596+787.8% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $11,960 | $6,275+90.6% | $10,010+19.5% | $5,403+121.4% |