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 | $9,798 | $88,594-88.9% | $70,092-86.0% | $134,475-92.7% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -20.66% | 442.67%-463.3pp | 190.73%-211.4pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,116 | $3,233-3.6% | $2,559+21.8% | $4,740-34.3% |
| Participant deferral / active EE | $269 | $4,772-94.4% | $3,849-93.0% | $6,400-95.8% |
| Admin fee / account holder | $898 | $10,441-91.4% | $6,267-85.7% | $11,426-92.1% |