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 7-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 | $48,819 | $138,044-64.6% | $125,339-61.1% | $134,475-63.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.10% | 750.33%-764.4pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,448 | $5,243-72.4% | $4,814-69.9% | $4,740-69.5% |
| Participant deferral / active EE | $2,074 | $7,799-73.4% | $7,446-72.2% | $6,400-67.6% |
| Admin fee / account holder | $566 | $11,571-95.1% | $10,010-94.4% | $11,426-95.1% |