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 | $34,409 | $138,044-75.1% | $125,339-72.5% | $134,475-74.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.72% | 750.33%-762.0pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,778 | $5,243-66.1% | $4,814-63.1% | $4,740-62.5% |
| Participant deferral / active EE | $1,836 | $7,799-76.5% | $7,446-75.4% | $6,400-71.3% |
| Admin fee / account holder | $1,100 | $11,571-90.5% | $10,010-89.0% | $11,426-90.4% |