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 | $234,392 | $48,274+385.5% | $63,517+269.0% | $59,632+293.1% |
| Participation rate | 83.6% | 66.3%+17.3pp | 71.0%+12.6pp | 68.7%+14.9pp |
| Annual return | -0.96% | -240.79%+239.8pp | -70.30%+69.3pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $11,998 | $1,586+656.3% | $2,322+416.7% | $2,203+444.7% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,891 | $3,600+174.8% | $5,892+67.9% | $4,297+130.2% |