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 | $33,050 | $160,055-79.4% | $140,016-76.4% | $135,375-75.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.79% | 911.38%-919.2pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,729 | $6,420-73.1% | $5,606-69.1% | $4,779-63.8% |
| Participant deferral / active EE | $1,188 | $7,642-84.5% | $6,927-82.9% | $5,609-78.8% |
| Admin fee / account holder | $587 | $13,328-95.6% | $10,705-94.5% | $10,827-94.6% |