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 9-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 | $19,963 | $190,805-89.5% | $159,960-87.5% | $134,475-85.2% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -9.28% | 552.23%-561.5pp | 408.60%-417.9pp | 417.96%-427.2pp |
| Employer contribution / active EE | $834 | $4,995-83.3% | $4,226-80.3% | $4,740-82.4% |
| Participant deferral / active EE | $929 | $6,923-86.6% | $6,182-85.0% | $6,400-85.5% |
| Admin fee / account holder | $361 | $10,471-96.5% | $8,698-95.8% | $11,426-96.8% |