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.
Employer 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 | $168,862 | $190,805-11.5% | $159,960+5.6% | $134,475+25.6% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -15.96% | 552.23%-568.2pp | 408.60%-424.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $163 | $4,995-96.7% | $4,226-96.2% | $4,740-96.6% |
| Participant deferral / active EE | $15,331 | $6,923+121.5% | $6,182+148.0% | $6,400+139.6% |
| Admin fee / account holder | $42,181 | $10,471+302.8% | $8,698+385.0% | $11,426+269.2% |