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 | $167,122 | $83,902+99.2% | $167,512-0.2% | $84,808+97.1% |
| Participation rate | 98.9% | 66.5%+32.4pp | 77.1%+21.8pp | 68.3%+30.6pp |
| Annual return | 14.59% | 91.55%-77.0pp | 1615.79%-1601.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,055 | $2,264+167.5% | $3,882+56.0% | $2,631+130.1% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,256 | $7,915-46.2% | $9,769-56.4% | $7,344-42.0% |