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 | $76,346 | $138,044-44.7% | $125,339-39.1% | $134,475-43.2% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -16.42% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $26 | $5,243-99.5% | $4,814-99.5% | $4,740-99.5% |
| Participant deferral / active EE | $2,561 | $7,799-67.2% | $7,446-65.6% | $6,400-60.0% |
| Admin fee / account holder | $633 | $11,571-94.5% | $10,010-93.7% | $11,426-94.5% |