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 5-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 | $79,650 | $190,805-58.3% | $159,960-50.2% | $134,475-40.8% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -19.51% | 552.23%-571.7pp | 408.60%-428.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,716 | $6,923+40.3% | $6,182+57.2% | $6,400+51.8% |
| Admin fee / account holder | $534 | $10,471-94.9% | $8,698-93.9% | $11,426-95.3% |