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 | $80,907 | $138,044-41.4% | $125,339-35.4% | $134,475-39.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.83% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,325 | $5,243-55.7% | $4,814-51.7% | $4,740-50.9% |
| Participant deferral / active EE | $2,134 | $7,799-72.6% | $7,446-71.3% | $6,400-66.6% |
| Admin fee / account holder | $552 | $11,571-95.2% | $10,010-94.5% | $11,426-95.2% |