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 | $65,406 | $180,449-63.8% | $154,107-57.6% | $135,375-51.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.56% | 888.09%-892.6pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $664 | $6,035-89.0% | $5,298-87.5% | $4,779-86.1% |
| Participant deferral / active EE | $11,570 | $5,806+99.3% | $5,081+127.7% | $5,609+106.3% |
| Admin fee / account holder | $2,163 | $16,143-86.6% | $13,411-83.9% | $10,827-80.0% |