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 | $130,056 | $160,055-18.7% | $140,016-7.1% | $135,375-3.9% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | -2.63% | 911.38%-914.0pp | 651.12%-653.7pp | 519.73%-522.4pp |
| Employer contribution / active EE | $735 | $6,420-88.5% | $5,606-86.9% | $4,779-84.6% |
| Participant deferral / active EE | $3,579 | $7,642-53.2% | $6,927-48.3% | $5,609-36.2% |
| Admin fee / account holder | $7,461 | $13,328-44.0% | $10,705-30.3% | $10,827-31.1% |