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 | $158,038 | $135,635+16.5% | $110,238+43.4% | $135,375+16.7% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -7.46% | 513.19%-520.6pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $400 | $4,906-91.8% | $3,826-89.5% | $4,779-91.6% |
| Participant deferral / active EE | $7,163 | $5,506+30.1% | $4,672+53.3% | $5,609+27.7% |
| Admin fee / account holder | $4,219 | $11,457-63.2% | $8,547-50.6% | $10,827-61.0% |