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 | $134,498 | $138,044-2.6% | $125,339+7.3% | $134,4750% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.99% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,168 | $5,243-77.7% | $4,814-75.7% | $4,740-75.4% |
| Participant deferral / active EE | $2,336 | $7,799-70.0% | $7,446-68.6% | $6,400-63.5% |
| Admin fee / account holder | $501 | $11,571-95.7% | $10,010-95.0% | $11,426-95.6% |