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 | $94,816 | $180,449-47.5% | $154,107-38.5% | $135,375-30.0% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | -7.33% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,709 | $6,035-22.0% | $5,298-11.1% | $4,779-1.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $742 | $16,143-95.4% | $13,411-94.5% | $10,827-93.1% |