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 6-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 | $15,106 | $138,044-89.1% | $125,339-87.9% | $134,475-88.8% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -17.40% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,596 | $5,243-69.6% | $4,814-66.8% | $4,740-66.3% |
| Participant deferral / active EE | $1,882 | $7,799-75.9% | $7,446-74.7% | $6,400-70.6% |
| Admin fee / account holder | $541 | $11,571-95.3% | $10,010-94.6% | $11,426-95.3% |