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 | $69,792 | $135,635-48.5% | $110,238-36.7% | $135,375-48.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -5.94% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $684 | $4,906-86.1% | $3,826-82.1% | $4,779-85.7% |
| Participant deferral / active EE | $4,886 | $5,506-11.3% | $4,672+4.6% | $5,609-12.9% |
| Admin fee / account holder | $3,827 | $11,457-66.6% | $8,547-55.2% | $10,827-64.7% |