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 | $104,899 | $160,055-34.5% | $140,016-25.1% | $135,375-22.5% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -3.36% | 911.38%-914.7pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $819 | $6,420-87.2% | $5,606-85.4% | $4,779-82.9% |
| Participant deferral / active EE | $4,395 | $7,642-42.5% | $6,927-36.6% | $5,609-21.6% |
| Admin fee / account holder | $32,468 | $13,328+143.6% | $10,705+203.3% | $10,827+199.9% |