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 | $16,232 | $39,798-59.2% | $67,711-76.0% | $59,632-72.8% |
| Participation rate | 71.2% | 57.4%+13.9pp | 67.5%+3.7pp | 68.7%+2.6pp |
| Annual return | -0.72% | 89.94%-90.7pp | 25.41%-26.1pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,853 | $1,393+104.8% | $2,559+11.5% | $2,203+29.5% |
| Participant deferral / active EE | $410 | $2,335-82.4% | $3,585-88.6% | $3,192-87.1% |
| Admin fee / account holder | $2,541 | $3,212-20.9% | $4,255-40.3% | $4,297-40.9% |