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 | $21,404 | $138,044-84.5% | $125,339-82.9% | $134,475-84.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.37% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $5,213 | $5,243-0.6% | $4,814+8.3% | $4,740+10.0% |
| Participant deferral / active EE | $841 | $7,799-89.2% | $7,446-88.7% | $6,400-86.9% |
| Admin fee / account holder | $24,476 | $11,571+111.5% | $10,010+144.5% | $11,426+114.2% |