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 | $107,870 | $138,044-21.9% | $125,339-13.9% | $134,475-19.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.54% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $4,797 | $5,243-8.5% | $4,814-0.3% | $4,740+1.2% |
| Participant deferral / active EE | $2,441 | $7,799-68.7% | $7,446-67.2% | $6,400-61.9% |
| Admin fee / account holder | $11,223 | $11,571-3.0% | $10,010+12.1% | $11,426-1.8% |