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 | $26,775 | $88,594-69.8% | $70,092-61.8% | $134,475-80.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.85% | 442.67%-458.5pp | 190.73%-206.6pp | 417.96%-433.8pp |
| Employer contribution / active EE | $6,608 | $3,233+104.4% | $2,559+158.2% | $4,740+39.4% |
| Participant deferral / active EE | $767 | $4,772-83.9% | $3,849-80.1% | $6,400-88.0% |
| Admin fee / account holder | $5,309 | $10,441-49.2% | $6,267-15.3% | $11,426-53.5% |