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 | $47,037 | $138,044-65.9% | $125,339-62.5% | $134,475-65.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -19.81% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,651 | $5,243-68.5% | $4,814-65.7% | $4,740-65.2% |
| Participant deferral / active EE | $2,411 | $7,799-69.1% | $7,446-67.6% | $6,400-62.3% |
| Admin fee / account holder | $1,621 | $11,571-86.0% | $10,010-83.8% | $11,426-85.8% |