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 | $32,518 | $138,044-76.4% | $125,339-74.1% | $134,475-75.8% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -7.83% | 750.33%-758.2pp | 572.05%-579.9pp | 417.96%-425.8pp |
| Employer contribution / active EE | $1,259 | $5,243-76.0% | $4,814-73.8% | $4,740-73.4% |
| Participant deferral / active EE | $2,358 | $7,799-69.8% | $7,446-68.3% | $6,400-63.2% |
| Admin fee / account holder | $852 | $11,571-92.6% | $10,010-91.5% | $11,426-92.5% |