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 | $92,118 | $48,274+90.8% | $63,517+45.0% | $59,632+54.5% |
| Participation rate | 93.6% | 66.3%+27.3pp | 71.0%+22.6pp | 68.7%+24.9pp |
| Annual return | -0.29% | -240.79%+240.5pp | -70.30%+70.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $3,299 | $1,586+108.0% | $2,322+42.1% | $2,203+49.8% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,834 | $3,600-21.3% | $5,892-51.9% | $4,297-34.1% |