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 9-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 | $16,048 | $99,640-83.9% | $86,436-81.4% | $134,475-88.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.51% | 6782.58%-6798.1pp | 4394.89%-4410.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $207 | $4,400-95.3% | $3,769-94.5% | $4,740-95.6% |
| Participant deferral / active EE | $2,751 | $7,246-62.0% | $6,952-60.4% | $6,400-57.0% |
| Admin fee / account holder | $2,902 | $8,371-65.3% | $6,731-56.9% | $11,426-74.6% |