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 | $199,912 | $138,065+44.8% | $123,544+61.8% | $135,375+47.7% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -5.32% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $733 | $5,151-85.8% | $4,628-84.2% | $4,779-84.7% |
| Participant deferral / active EE | $9,322 | $6,799+37.1% | $6,426+45.1% | $5,609+66.2% |
| Admin fee / account holder | $2,908 | $10,916-73.4% | $9,284-68.7% | $10,827-73.1% |