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 | $15,423 | $99,640-84.5% | $86,436-82.2% | $134,475-88.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -14.25% | 6782.58%-6796.8pp | 4394.89%-4409.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,395 | $4,400-68.3% | $3,769-63.0% | $4,740-70.6% |
| Participant deferral / active EE | $1,870 | $7,246-74.2% | $6,952-73.1% | $6,400-70.8% |
| Admin fee / account holder | $633 | $8,371-92.4% | $6,731-90.6% | $11,426-94.5% |