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 | $153,786 | $138,044+11.4% | $125,339+22.7% | $134,475+14.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.19% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,548 | $5,243-32.3% | $4,814-26.3% | $4,740-25.2% |
| Participant deferral / active EE | $2,435 | $7,799-68.8% | $7,446-67.3% | $6,400-62.0% |
| Admin fee / account holder | $1,433 | $11,571-87.6% | $10,010-85.7% | $11,426-87.5% |