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 | $238,810 | $138,044+73.0% | $125,339+90.5% | $134,475+77.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.80% | 750.33%-765.1pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $802 | $5,243-84.7% | $4,814-83.3% | $4,740-83.1% |
| Participant deferral / active EE | $24,116 | $7,799+209.2% | $7,446+223.9% | $6,400+276.8% |
| Admin fee / account holder | $83,475 | $11,571+621.4% | $10,010+734.0% | $11,426+630.6% |