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 | $25,068 | $76,000-67.0% | $154,107-83.7% | $64,186-60.9% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | -4.42% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,459 | $3,351+62.9% | $5,298+3.0% | $2,381+129.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,702 | $5,596+55.5% | $13,411-35.1% | $4,888+78.0% |