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 | $181,663 | $160,055+13.5% | $140,016+29.7% | $135,375+34.2% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -7.25% | 911.38%-918.6pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,645 | $7,642+39.3% | $6,927+53.7% | $5,609+89.8% |
| Admin fee / account holder | $17,112 | $13,328+28.4% | $10,705+59.8% | $10,827+58.0% |