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 | $7,956 | $92,703-91.4% | $82,719-90.4% | $134,475-94.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -12.45% | 944.92%-957.4pp | 701.18%-713.6pp | 417.96%-430.4pp |
| Employer contribution / active EE | $644 | $3,274-80.3% | $3,009-78.6% | $4,740-86.4% |
| Participant deferral / active EE | $513 | $4,802-89.3% | $4,395-88.3% | $6,400-92.0% |
| Admin fee / account holder | $3,651 | $5,983-39.0% | $5,329-31.5% | $11,426-68.1% |