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 8-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 | $10,743 | $106,543-89.9% | $91,220-88.2% | $134,475-92.0% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -19.77% | 160.60%-180.4pp | 114.01%-133.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,400 | $3,331+2.1% | $2,850+19.3% | $4,740-28.3% |
| Participant deferral / active EE | $726 | $4,719-84.6% | $4,234-82.9% | $6,400-88.7% |
| Admin fee / account holder | $1,777 | $6,231-71.5% | $5,420-67.2% | $11,426-84.4% |