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 | $60,689 | $138,044-56.0% | $125,339-51.6% | $134,475-54.9% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -19.04% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $15,518 | $5,243+196.0% | $4,814+222.4% | $4,740+227.4% |
| Participant deferral / active EE | $1,411 | $7,799-81.9% | $7,446-81.0% | $6,400-77.9% |
| Admin fee / account holder | $1,213 | $11,571-89.5% | $10,010-87.9% | $11,426-89.4% |