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 | $14,737 | $104,106-85.8% | $71,086-79.3% | $135,375-89.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.27% | 1256.30%-1262.6pp | 650.59%-656.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,918 | $1,485+96.5% | $1,088+168.3% | $4,779-38.9% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,284 | $4,142+51.7% | $3,082+103.9% | $10,827-42.0% |